Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,936,782
+$160,331 QoQ
Shares Held
23,201
+9.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#682
of 2,447 holders
Holding Since
Sep 2021
20 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, 2026Summit Financial, LLC holds $42,967,821 across 22 Utilities - Regulated Electric names. DUK ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
93,428 | $8,941,993 | |
| 2 | AEP |
American Electric Power Co Inc
|
57,632 | $7,884,633 | |
| 3 | NEE |
Nextera Energy Inc
|
71,299 | $6,257,913 | |
| 4 | PCG |
PG&E Corp
|
260,601 | $4,383,308 | |
| 5 | DUK |
Duke Energy CORP
This page
|
23,201 | $2,936,782 | |
| 6 | EIX |
Edison International
|
20,342 | $1,514,461 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
12,616 | $1,473,170 | |
| 8 | ED |
Consolidated Edison Inc
|
10,521 | $1,163,938 |
All Filings in DUK
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,936,782 | 23,201 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,776,451 | 21,204 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,163,462 | 18,458 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,284,796 | 18,463 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,138,632 | 18,124 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,471,933 | 12,068 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,731,597 | 16,072 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $935,659 | 8,115 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $764,554 | 7,628 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $544,767 | 5,633 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $600,386 | 6,187 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $523,999 | 5,937 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $533,594 | 5,946 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $701,433 | 7,271 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $752,135 | 7,303 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $944,804 | 10,157 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $946,557 | 8,829 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $647,962 | 5,803 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $620,798 | 5,918 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $571,096 | 5,852 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||