Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,335,401
-$114,093 QoQ
Shares Held
18,450
-1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#761
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, 2026WEALTH ALLIANCE, LLC holds $16,428,532 across 13 Utilities - Regulated Electric names. DUK ranks #3 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
30,300 | $2,659,431 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
22,729 | $2,654,065 | |
| 3 | DUK |
Duke Energy CORP
This page
|
18,450 | $2,335,401 | |
| 4 | NGG |
National Grid PLC
|
22,309 | $1,848,746 | |
| 5 | FE |
Firstenergy Corp
|
37,597 | $1,787,361 | |
| 6 | PPL |
PPL Corp
|
34,332 | $1,247,968 | |
| 7 | XEL |
Xcel Energy Inc
|
12,129 | $973,958 | |
| 8 | SO |
Southern Co
|
7,678 | $734,861 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,335,401 | 18,450 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $2,449,494 | 18,707 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,206,243 | 18,823 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,363,501 | 19,099 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $2,162,468 | 18,326 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,149,477 | 17,623 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $1,876,507 | 17,417 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $2,037,120 | 17,668 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $2,344,981 | 23,396 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $2,139,321 | 22,121 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,024,836 | 20,866 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $1,451,170 | 16,442 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,336,677 | 14,895 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,326,848 | 13,754 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,366,161 | 13,265 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,052,614 | 11,316 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,212,008 | 11,305 | Shares | Defined | 2022-10-11 | |
| 2022-03-31 | $1,273,704 | 11,407 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $1,017,320 | 9,698 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $935,399 | 9,585 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $957,287 | 9,697 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $788,457 | 8,168 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $802,339 | 8,763 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $727,697 | 8,217 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $627,935 | 7,860 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $625,364 | 7,732 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||