Position in DUK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$784,922
-$47,332 QoQ
Shares Held
6,201
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,218
of 2,446 holders
Holding Since
Mar 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, 2026Keudell/Morrison Wealth Management holds $4,691,156 across 9 Utilities - Regulated Electric names. DUK ranks #1 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
6,201 | $784,922 | |
| 2 | SO |
Southern Co
|
7,697 | $736,679 | |
| 3 | NGG |
National Grid PLC
|
7,886 | $653,512 | |
| 4 | POR |
Portland General Electric Co /Or/
|
11,579 | $600,139 | |
| 5 | FE |
Firstenergy Corp
|
10,627 | $505,207 | |
| 6 | PPL |
PPL Corp
|
12,660 | $460,191 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
3,781 | $441,507 | |
| 8 | AEP |
American Electric Power Co Inc
|
1,908 | $261,033 |
All Filings in DUK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $784,922 | 6,201 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $832,254 | 6,356 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $745,455 | 6,360 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $797,444 | 6,758 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $906,359 | 7,431 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $778,636 | 7,227 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $811,712 | 7,040 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $872,101 | 8,701 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $868,552 | 8,981 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $892,573 | 9,198 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $825,054 | 9,348 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $964,346 | 10,746 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $978,205 | 10,140 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $974,903 | 9,466 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $809,553 | 8,703 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $884,160 | 8,247 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $939,618 | 8,415 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $902,874 | 8,607 | Shares | Sole | 2022-02-08 | |
| 2021-06-30 | $876,732 | 8,881 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $857,282 | 8,881 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $833,287 | 9,101 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $849,467 | 9,592 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $806,249 | 10,092 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $803,461 | 9,934 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||