Position in DUK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$654,798
-$26,482 QoQ
Shares Held
5,173
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,323
of 2,446 holders
Holding Since
Mar 2020
26 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, 2026HHM Wealth Advisors, LLC holds $4,065,350 across 12 Utilities - Regulated Electric names. DUK ranks #3 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
20,111 | $1,924,823 | |
| 2 | NEE |
Nextera Energy Inc
|
9,447 | $829,163 | |
| 3 | DUK |
Duke Energy CORP
This page
|
5,173 | $654,798 | |
| 4 | EVRG |
Evergy, Inc.
|
2,074 | $179,255 | |
| 5 | D |
Dominion Energy, Inc
|
2,503 | $170,929 | |
| 6 | ED |
Consolidated Edison Inc
|
1,073 | $118,705 | |
| 7 | AEE |
Ameren Corp
|
639 | $72,232 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
516 | $60,253 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $654,798 | 5,173 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $681,280 | 5,203 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $586,050 | 5,000 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $593,505 | 4,796 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $570,530 | 4,835 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $593,993 | 4,870 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $524,693 | 4,870 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $552,748 | 4,794 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $494,635 | 4,935 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $277,557 | 2,870 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $254,924 | 2,627 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $211,559 | 2,397 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $195,633 | 2,180 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $210,304 | 2,180 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $214,219 | 2,080 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $193,481 | 2,080 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $222,996 | 2,080 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $232,252 | 2,080 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $176,232 | 1,680 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $167,171 | 1,713 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $169,107 | 1,713 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $165,355 | 1,713 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $156,842 | 1,713 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $151,703 | 1,713 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $150,113 | 1,879 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $151,973 | 1,879 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||