Position in DUK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,278,368
-$91,470 QoQ
Shares Held
49,600
+2.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#442
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, 2026Apollon Wealth Management, LLC holds $66,035,203 across 25 Utilities - Regulated Electric names. DUK ranks #3 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
315,851 | $27,722,242 | |
| 2 | SO |
Southern Co
|
65,680 | $6,286,232 | |
| 3 | DUK |
Duke Energy CORP
This page
|
49,600 | $6,278,368 | |
| 4 | AEP |
American Electric Power Co Inc
|
30,201 | $4,131,798 | |
| 5 | D |
Dominion Energy, Inc
|
50,537 | $3,451,171 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
15,046 | $1,756,921 | |
| 7 | XEL |
Xcel Energy Inc
|
20,796 | $1,669,918 | |
| 8 | ES |
Eversource Energy
|
22,137 | $1,599,840 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,278,368 | 49,600 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $6,369,838 | 48,647 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,218,892 | 44,526 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $5,630,253 | 45,497 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,019,838 | 42,541 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,228,487 | 42,867 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,475,519 | 41,540 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,907,171 | 33,887 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,438,490 | 34,306 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $3,215,220 | 33,246 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,987,179 | 41,088 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,143,997 | 35,622 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,968,329 | 33,077 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,133,337 | 22,114 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $2,823,985 | 27,420 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,512,284 | 27,008 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,935,517 | 27,381 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,904,946 | 26,016 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,854,224 | 27,209 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,013,276 | 10,383 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $852,249 | 8,633 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $869,349 | 9,006 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $390,778 | 4,268 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $620,894 | 7,011 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $394,656 | 4,940 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $337,916 | 4,178 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||