Position in DUK
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$9,384,261
+$157,836 QoQ
Shares Held
74,137
+5.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#340
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)
Derivatives in DUK
reported options exposure · as of Sep 30, 2021CallValue
$0
CallShares
0
PutValue
$58,554
PutShares
600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $47,580,571 across 21 Utilities - Regulated Electric names. DUK ranks #2 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
153,377 | $13,461,899 | |
| 2 | DUK |
Duke Energy CORP
This page
|
74,137 | $9,384,261 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
47,739 | $5,574,483 | |
| 4 | SO |
Southern Co
|
41,582 | $3,979,813 | |
| 5 | AEP |
American Electric Power Co Inc
|
24,755 | $3,386,731 | |
| 6 | D |
Dominion Energy, Inc
|
27,191 | $1,856,873 | |
| 7 | DTE |
Dte Energy Co
|
8,738 | $1,331,409 | |
| 8 | PPL |
PPL Corp
|
34,974 | $1,271,304 |
All Filings in DUK
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,384,261 | 74,137 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $9,226,425 | 70,463 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,303,120 | 62,308 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,626,441 | 53,547 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,929,854 | 50,253 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,351,799 | 43,878 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,695,740 | 43,584 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,377,825 | 37,969 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,387,072 | 33,793 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,444,538 | 25,277 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,691,598 | 27,737 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,923,700 | 33,126 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,657,650 | 29,615 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,713,894 | 28,132 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,961,061 | 57,880 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,616,931 | 28,133 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $4,916,543 | 45,859 | Shares | Defined | 2022-08-16 | |
| 2022-03-31 | $2,650,361 | 23,736 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $2,621,555 | 24,991 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $2,443,946 | 25,043 | Shares | Sole | 2021-12-03 | |
| 2021-09-30 | $58,554 | 600 | Put | Sole | 2021-12-03 | |
| 2021-06-30 | $2,362,863 | 23,935 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $2,273,571 | 23,553 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $2,623,285 | 28,651 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,252,877 | 25,439 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $1,925,748 | 24,105 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,746,603 | 21,595 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||