Position in DUK
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$429,359
+$9,435 QoQ
Shares Held
3,392
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,580
of 2,440 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, 2026Cooper Financial Group holds $3,887,595 across 7 Utilities - Regulated Electric names. DUK ranks #5 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,481 | $1,095,457 | |
| 2 | EXC |
Exelon Corp
|
13,161 | $613,565 | |
| 3 | SO |
Southern Co
|
6,326 | $605,461 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,744 | $512,216 | |
| 5 | DUK |
Duke Energy CORP
This page
|
3,392 | $429,359 | |
| 6 | ED |
Consolidated Edison Inc
|
3,730 | $412,649 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
2,697 | $218,888 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,359 | 3,392 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $419,924 | 3,207 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $348,582 | 2,974 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $403,920 | 3,264 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $316,358 | 2,681 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $874,402 | 7,169 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,099,055 | 10,201 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,095,926 | 9,505 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,232,227 | 12,294 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,025,416 | 10,603 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $659,872 | 6,800 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $589,047 | 6,674 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $589,412 | 6,568 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $581,521 | 6,028 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $550,790 | 5,348 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $475,146 | 5,108 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $486,197 | 4,535 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $435,250 | 3,898 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $422,327 | 4,026 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $389,969 | 3,996 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $387,081 | 3,921 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $358,802 | 3,717 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $386,200 | 4,218 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $319,967 | 3,613 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $276,978 | 3,467 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $278,146 | 3,439 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||