Position in DUK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,117,285
+$167,207 QoQ
Shares Held
24,627
+9.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#653
of 2,446 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Ranch Capital Advisors Inc. holds $15,625,648 across 6 Utilities - Regulated Electric names. DUK ranks #4 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
34,258 | $3,934,873 | |
| 2 | EVRG |
Evergy, Inc.
|
36,282 | $3,135,853 | |
| 3 | SO |
Southern Co
|
32,764 | $3,135,842 | |
| 4 | DUK |
Duke Energy CORP
This page
|
24,627 | $3,117,285 | |
| 5 | NEE |
Nextera Energy Inc
|
20,179 | $1,771,110 | |
| 6 | AEP |
American Electric Power Co Inc
|
3,879 | $530,685 |
All Filings in DUK
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,117,285 | 24,627 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,950,078 | 22,530 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,451,681 | 20,917 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,451,363 | 19,809 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,203,768 | 18,676 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,171,675 | 17,805 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,761,225 | 16,347 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,819,088 | 15,777 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,245,858 | 12,430 | Shares | Sole | 2024-08-13 | |
| 2022-12-31 | $204,950 | 1,990 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $213,347 | 1,990 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $222,203 | 1,990 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $208,541 | 1,988 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $203,767 | 2,088 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $225,871 | 2,288 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $220,860 | 2,288 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $209,489 | 2,288 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $238,314 | 2,691 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $225,449 | 2,822 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $292,947 | 3,622 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||