Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,012
+$6,168 QoQ
Shares Held
87
+135.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,377
of 2,446 holders
Holding Since
Jun 2024
9 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, 2026HighMark Wealth Management LLC holds $1,150,324 across 7 Utilities - Regulated Electric names. DUK ranks #4 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
13,138 | $1,054,981 | |
| 2 | SO |
Southern Co
|
623 | $59,627 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
100 | $11,677 | |
| 4 | DUK |
Duke Energy CORP
This page
|
87 | $11,012 | |
| 5 | ETR |
Entergy Corp /De/
|
68 | $7,810 | |
| 6 | CNP |
Centerpoint Energy Inc
|
91 | $4,007 | |
| 7 | KEP |
Korea Electric Power Corp
|
100 | $1,210 |
All Filings in DUK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,012 | 87 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,844 | 37 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,336 | 37 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,578 | 37 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $590 | 5 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $609 | 5 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $538 | 5 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $576 | 5 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $501 | 5 | Shares | Sole | 2024-07-29 | |
| No filing history on record for this holder in this stock. | ||||||