Position in DUK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,753,187
-$2,554,562 QoQ
Shares Held
45,451
-28.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#470
of 2,452 holders
Holding Since
Mar 2020
26 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, 2026Arkadios Wealth Advisors holds $64,669,725 across 23 Utilities - Regulated Electric names. DUK ranks #3 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
208,779 | $19,982,237 | |
| 2 | NEE |
Nextera Energy Inc
|
189,577 | $16,639,172 | |
| 3 | DUK |
Duke Energy CORP
This page
|
45,451 | $5,753,187 | |
| 4 | AEP |
American Electric Power Co Inc
|
35,266 | $4,824,741 | |
| 5 | ETR |
Entergy Corp /De/
|
21,504 | $2,469,948 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
26,353 | $2,138,808 | |
| 7 | EIX |
Edison International
|
24,765 | $1,843,753 | |
| 8 | ES |
Eversource Energy
|
22,920 | $1,656,427 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,753,187 | 45,451 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $8,307,749 | 63,447 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,835,615 | 41,256 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,479,254 | 36,196 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,058,492 | 34,394 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,849,616 | 31,562 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,377,024 | 12,781 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,278,561 | 11,089 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $936,348 | 9,342 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $749,309 | 7,748 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $727,994 | 7,502 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $600,609 | 6,805 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $567,336 | 6,322 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $631,878 | 6,550 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $634,830 | 6,164 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $541,562 | 5,822 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $524,364 | 4,891 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $556,848 | 4,987 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $500,792 | 4,774 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $504,345 | 5,168 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $821,646 | 8,323 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $692,892 | 7,178 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $580,673 | 6,342 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $174,197 | 1,967 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $153,948 | 1,927 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $170,656 | 2,110 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||