Position in DUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$21,843,530
+$572,851 QoQ
Shares Held
172,567
+6.2% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#230
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Wealthfront Advisers LLC holds $293,294,842 across 24 Utilities - Regulated Electric names. DUK ranks #2 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
204,723 | $22,648,505 | |
| 2 | DUK |
Duke Energy CORP
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|
172,567 | $21,843,530 | |
| 3 | D |
Dominion Energy, Inc
|
315,519 | $21,546,792 | |
| 4 | SO |
Southern Co
|
209,303 | $20,032,390 | |
| 5 | NEE |
Nextera Energy Inc
|
220,001 | $19,309,487 | |
| 6 | EXC |
Exelon Corp
|
380,125 | $17,721,427 | |
| 7 | ETR |
Entergy Corp /De/
|
150,534 | $17,290,335 | |
| 8 | AEP |
American Electric Power Co Inc
|
126,353 | $17,286,353 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,843,530 | 172,567 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $21,270,679 | 162,446 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $18,031,820 | 153,842 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $17,116,481 | 138,315 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $14,814,664 | 125,548 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $16,217,863 | 132,966 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $11,106,485 | 103,086 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $10,100,510 | 87,602 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,476,456 | 74,593 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,192,631 | 64,033 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $6,204,446 | 63,937 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,515,748 | 39,834 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $7,815,366 | 87,089 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $6,346,471 | 65,787 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $8,688,442 | 84,362 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $9,450,087 | 101,592 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,396,637 | 106,302 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $12,022,767 | 107,673 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,328,104 | 69,858 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $5,546,820 | 56,838 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,819,905 | 48,824 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,258,080 | 33,752 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,020,198 | 32,986 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,781,226 | 31,405 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,446,631 | 30,625 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,397,526 | 54,371 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||