Position in DUK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,328,185
+$177,758 QoQ
Shares Held
18,393
+12.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#768
of 2,453 holders
Holding Since
Mar 2020
25 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, 2026Symphony Financial, Ltd. Co. holds $11,637,930 across 12 Utilities - Regulated Electric names. DUK ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
41,997 | $3,686,076 | |
| 2 | DUK |
Duke Energy CORP
This page
|
18,393 | $2,328,185 | |
| 3 | ED |
Consolidated Edison Inc
|
15,978 | $1,767,646 | |
| 4 | SO |
Southern Co
|
13,946 | $1,334,771 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,373 | $461,460 | |
| 6 | EIX |
Edison International
|
5,724 | $426,151 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
4,947 | $401,498 | |
| 8 | PCG |
PG&E Corp
|
17,835 | $299,984 |
All Filings in DUK
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,328,185 | 18,393 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,150,427 | 16,423 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,852,972 | 15,809 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,947,453 | 15,737 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,763,510 | 14,945 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $1,580,761 | 14,672 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,948,915 | 16,903 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,778,481 | 17,744 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,758,864 | 18,187 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,895,676 | 19,535 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,915,065 | 21,698 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,915,051 | 21,340 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,940,590 | 20,116 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,189,155 | 21,256 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $2,153,785 | 23,154 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,471,297 | 23,051 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $2,569,743 | 23,014 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,028,241 | 19,335 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,729,294 | 17,720 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,081,708 | 21,087 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,407,117 | 14,577 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $983,079 | 10,737 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,025,259 | 11,577 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $686,015 | 8,587 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $493,287 | 6,099 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||