Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,778,015
-$252,437 QoQ
Shares Held
37,747
-1.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#532
of 2,446 holders
Holding Since
Sep 2020
24 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, 2026MONECO ADVISORS, LLC holds $10,802,682 across 8 Utilities - Regulated Electric names. DUK ranks #1 (44.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
37,747 | $4,778,015 | |
| 2 | NEE |
Nextera Energy Inc
|
16,835 | $1,477,607 | |
| 3 | SO |
Southern Co
|
13,562 | $1,298,019 | |
| 4 | D |
Dominion Energy, Inc
|
11,417 | $779,666 | |
| 5 | ES |
Eversource Energy
|
10,388 | $750,740 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
9,113 | $739,611 | |
| 7 | ED |
Consolidated Edison Inc
|
6,030 | $667,098 | |
| 8 | AEP |
American Electric Power Co Inc
|
2,280 | $311,926 |
All Filings in DUK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,778,015 | 37,747 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,030,452 | 38,418 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,514,929 | 38,520 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,776,378 | 38,597 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $4,489,782 | 38,049 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,736,095 | 38,830 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $4,195,826 | 38,944 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $4,322,942 | 37,493 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,748,802 | 37,402 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,592,891 | 26,811 | Shares | Sole | 2024-07-19 | |
| 2023-12-31 | $2,597,081 | 26,763 | Shares | Sole | 2024-03-13 | |
| 2023-09-30 | $404,760 | 4,586 | Shares | Sole | 2024-03-13 | |
| 2023-06-30 | $386,779 | 4,310 | Shares | Sole | 2024-03-13 | |
| 2023-03-31 | $439,131 | 4,552 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $353,770 | 3,435 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $319,337 | 3,433 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $366,765 | 3,421 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $382,100 | 3,422 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $356,974 | 3,403 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $331,220 | 3,394 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $317,680 | 3,218 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $309,861 | 3,210 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $272,940 | 2,981 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $269,488 | 3,043 | Shares | Sole | 2020-10-20 | |
| No filing history on record for this holder in this stock. | ||||||