Position in DUK
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$8,704,780
-$796,357 QoQ
Shares Held
68,769
-5.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#350
of 2,446 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Beacon Pointe Advisors, LLC holds $72,337,666 across 24 Utilities - Regulated Electric names. DUK ranks #3 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
201,628 | $17,696,889 | |
| 2 | SO |
Southern Co
|
94,275 | $9,023,060 | |
| 3 | DUK |
Duke Energy CORP
This page
|
68,769 | $8,704,780 | |
| 4 | AEP |
American Electric Power Co Inc
|
38,831 | $5,312,469 | |
| 5 | DTE |
Dte Energy Co
|
28,315 | $4,314,356 | |
| 6 | ED |
Consolidated Edison Inc
|
30,390 | $3,362,045 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
27,409 | $3,200,548 | |
| 8 | D |
Dominion Energy, Inc
|
46,532 | $3,177,670 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,704,780 | 68,769 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $9,501,137 | 72,561 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,623,817 | 39,449 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,670,696 | 37,743 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,353,238 | 53,841 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,369,151 | 52,219 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,585,564 | 51,843 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,223,205 | 45,301 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,863,760 | 48,526 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,463,147 | 56,490 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,970,386 | 61,525 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,629,399 | 63,782 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,244,405 | 58,440 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,451,431 | 66,875 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,048,054 | 49,015 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,448,402 | 47,822 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,993,627 | 46,578 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $7,830,604 | 70,129 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $2,545,608 | 24,267 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,415,352 | 24,750 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,526,507 | 15,463 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $495,102 | 5,129 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $362,669 | 3,961 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $315,007 | 3,557 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $231,441 | 2,897 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||