Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,416,773
+$1,129,906 QoQ
Shares Held
26,993
+54.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#631
of 2,446 holders
Holding Since
Mar 2020
16 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $52,295,013 across 17 Utilities - Regulated Electric names. DUK ranks #6 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
162,426 | $14,256,130 | |
| 2 | SO |
Southern Co
|
93,411 | $8,940,366 | |
| 3 | ETR |
Entergy Corp /De/
|
47,142 | $5,414,730 | |
| 4 | XEL |
Xcel Energy Inc
|
52,445 | $4,211,333 | |
| 5 | AEP |
American Electric Power Co Inc
|
26,893 | $3,679,231 | |
| 6 | DUK |
Duke Energy CORP
This page
|
26,993 | $3,416,773 | |
| 7 | NGG |
National Grid PLC
|
24,642 | $2,042,082 | |
| 8 | CNP |
Centerpoint Energy Inc
|
37,382 | $1,646,303 |
All Filings in DUK
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,416,773 | 26,993 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,286,867 | 17,465 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $887,162 | 7,569 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,545,142 | 12,486 | Shares | Sole | 2025-11-14 | |
| 2023-12-31 | $862,976 | 8,893 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $766,538 | 8,685 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $791,058 | 8,815 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $825,686 | 8,559 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $794,670 | 7,716 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $715,974 | 7,697 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $426,052 | 3,974 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $427,211 | 3,826 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $340,505 | 3,246 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $290,232 | 2,974 | Shares | Sole | 2021-11-02 | |
| 2020-06-30 | $435,720 | 5,454 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $430,200 | 5,319 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||