Apella Capital, LLC

Position in DUK — Duke Energy CORP

CIK 1801507 WEST HARTFORD, CT

Position in DUK

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,972,749

+$243,818 QoQ

Shares Held

15,585

+18.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#823

of 2,446 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Apella Capital, LLC holds $16,081,504 across 15 Utilities - Regulated Electric names. DUK ranks #3 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	35,992	$3,159,017
2	SO	Southern Co	28,968	$2,772,527
3	DUK	Duke Energy CORP This page	15,585	$1,972,749
4	D	Dominion Energy, Inc	27,800	$1,898,462
5	AEP	American Electric Power Co Inc	8,445	$1,155,360
6	ED	Consolidated Edison Inc	8,618	$953,409
7	LNT	Alliant Energy Corp	11,528	$879,471
8	DTE	Dte Energy Co	5,173	$788,210

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,972,749	15,585	+18.0%	Shares	Sole	2026-07-08
2026-03-31	$1,728,931	13,204	+139.6%	Shares	Sole	2026-04-20
2025-12-31	$645,944	5,511	+2.8%	Shares	Sole	2026-01-21
2025-09-30	$663,300	5,360	+2.7%	Shares	Sole	2025-10-17
2025-06-30	$615,842	5,219	+4.2%	Shares	Sole	2025-07-08
2025-03-31	$611,069	5,010	-0.9%	Shares	Sole	2025-04-10
2024-12-31	$544,841	5,057	+58.2%	Shares	Sole	2025-01-14
2024-09-30	$368,614	3,197	+1.4%	Shares	Sole	2024-10-03
2024-06-30	$315,924	3,152	+36.0%	Shares	Sole	2024-07-10
2024-03-31	$224,173	2,318	-13.5%	Shares	Sole	2024-04-10
2023-12-31	$260,067	2,680	+16.0%	Shares	Sole	2024-01-05
2023-09-30	$203,880	2,310	+0.9%	Shares	Sole	2023-10-10
2023-06-30	$205,504	2,290	+15.2%	Shares	Sole	2023-07-06
2022-12-31	$204,744	1,988	—	Shares	Sole	2023-01-10
No filing history on record for this holder in this stock.