Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,539,321
-$312,552 QoQ
Shares Held
20,061
-7.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#724
of 2,440 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $26,157,662 across 10 Utilities - Regulated Electric names. DUK ranks #6 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
86,522 | $8,281,020 | |
| 2 | ED |
Consolidated Edison Inc
|
37,009 | $4,094,305 | |
| 3 | NEE |
Nextera Energy Inc
|
35,594 | $3,124,085 | |
| 4 | AEP |
American Electric Power Co Inc
|
21,051 | $2,879,987 | |
| 5 | XEL |
Xcel Energy Inc
|
32,837 | $2,636,811 | |
| 6 | DUK |
Duke Energy CORP
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|
20,061 | $2,539,321 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
12,907 | $1,047,532 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
6,784 | $792,167 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,539,321 | 20,061 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,851,873 | 21,780 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,558,459 | 21,828 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,711,486 | 21,911 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,591,044 | 21,958 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,734,079 | 22,416 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,424,257 | 22,501 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,558,507 | 22,190 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,022,942 | 20,183 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,009,150 | 20,775 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,114,210 | 21,787 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,003,502 | 22,700 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,802,068 | 20,081 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,009,566 | 20,831 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,243,843 | 21,787 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $1,393,439 | 14,980 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,670,760 | 15,584 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,811,683 | 16,225 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,700,219 | 16,208 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,438,183 | 14,737 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,601,337 | 16,221 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,541,391 | 15,968 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,536,559 | 16,782 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,424,221 | 16,082 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,276,082 | 15,973 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,320,689 | 16,329 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||