Position in DUK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$7,736,316
+$181,864 QoQ
Shares Held
61,118
+5.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#375
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, 2026Red Door Wealth Management, LLC holds $13,142,430 across 8 Utilities - Regulated Electric names. DUK ranks #1 (58.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
61,118 | $7,736,316 | |
| 2 | SO |
Southern Co
|
27,623 | $2,643,797 | |
| 3 | ETR |
Entergy Corp /De/
|
6,385 | $733,381 | |
| 4 | NEE |
Nextera Energy Inc
|
7,343 | $644,495 | |
| 5 | D |
Dominion Energy, Inc
|
7,870 | $537,442 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,446 | $334,637 | |
| 7 | ES |
Eversource Energy
|
3,829 | $276,721 | |
| 8 | ED |
Consolidated Edison Inc
|
2,130 | $235,641 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,736,316 | 61,118 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $7,554,452 | 57,694 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,656,473 | 56,791 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $6,831,618 | 55,205 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $6,207,980 | 52,610 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,802,356 | 47,572 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,666,111 | 43,309 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,618,802 | 40,059 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,734,569 | 37,260 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,322,955 | 34,360 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $3,040,360 | 31,331 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $2,535,886 | 28,732 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,412,749 | 26,886 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,459,599 | 25,496 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,512,956 | 24,400 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $2,095,554 | 22,528 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $2,301,155 | 21,464 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,296,846 | 20,570 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,810,574 | 17,260 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,478,000 | 15,145 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,243,872 | 12,600 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $992,811 | 10,285 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $726,345 | 7,933 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $625,764 | 7,066 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $548,524 | 6,866 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $457,942 | 5,662 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||