Global Retirement Partners, LLC
PensionPosition in DUK — Duke Energy CORP
CIK 1749744
San Rafael, CA
Position in DUK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,478,581
+$1,115,332 QoQ
Shares Held
66,982
+6.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#354
of 2,446 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Global Retirement Partners, LLC holds $47,713,981 across 36 Utilities - Regulated Electric names. DUK ranks #1 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
66,982 | $8,478,581 | |
| 2 | NEE |
Nextera Energy Inc
|
92,001 | $8,074,927 | |
| 3 | AEP |
American Electric Power Co Inc
|
27,690 | $3,788,268 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
31,775 | $3,710,366 | |
| 5 | ETR |
Entergy Corp /De/
|
24,094 | $2,767,436 | |
| 6 | SO |
Southern Co
|
25,025 | $2,392,706 | |
| 7 | EIX |
Edison International
|
31,842 | $2,370,636 | |
| 8 | EXC |
Exelon Corp
|
35,005 | $1,631,933 |
All Filings in DUK
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,478,581 | 66,982 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $7,363,249 | 62,821 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,996,430 | 48,456 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,091,464 | 43,148 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $3,373,985 | 31,316 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,680,376 | 31,920 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,134,593 | 31,274 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,444,925 | 25,281 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,362,244 | 24,343 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,142,599 | 24,276 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,239,551 | 24,956 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,443,006 | 25,324 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,831,368 | 17,782 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,587,107 | 17,062 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,850,122 | 17,257 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,914,634 | 17,147 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $1,210,018 | 12,399 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,208,431 | 12,241 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,149,479 | 11,908 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,127,652 | 12,316 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,113,199 | 12,570 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $989,357 | 12,384 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,002,345 | 12,393 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||