Position in DUK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$786,314
+$141,304 QoQ
Shares Held
6,212
+26.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,219
of 2,452 holders
Holding Since
Mar 2021
22 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, 2026CERTUITY, LLC holds $8,804,280 across 17 Utilities - Regulated Electric names. DUK ranks #3 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
22,158 | $1,944,807 | |
| 2 | ED |
Consolidated Edison Inc
|
9,028 | $998,767 | |
| 3 | DUK |
Duke Energy CORP
This page
|
6,212 | $786,314 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
4,649 | $497,443 | |
| 5 | ES |
Eversource Energy
|
6,445 | $465,780 | |
| 6 | SO |
Southern Co
|
4,685 | $448,401 | |
| 7 | EXC |
Exelon Corp
|
9,470 | $441,491 | |
| 8 | AEE |
Ameren Corp
|
3,771 | $426,273 |
All Filings in DUK
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $786,314 | 6,212 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $645,010 | 4,926 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $389,137 | 3,320 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $419,883 | 3,393 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $414,888 | 3,516 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $433,847 | 3,557 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $364,161 | 3,380 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $300,933 | 2,610 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $327,250 | 3,265 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $280,362 | 2,899 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $317,126 | 3,268 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $239,978 | 2,719 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $224,978 | 2,507 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $227,572 | 2,359 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $243,056 | 2,360 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $207,527 | 2,231 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $212,919 | 1,986 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $387,013 | 3,466 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $806,681 | 7,690 | Shares | Sole | 2022-02-28 | |
| 2021-09-30 | $789,210 | 8,087 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $667,742 | 6,764 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $591,053 | 6,123 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||