Position in DUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,767,165
-$58,834 QoQ
Shares Held
77,162
+2.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#333
of 2,446 holders
Holding Since
Mar 2020
26 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, 2026Visionary Wealth Advisors holds $32,244,812 across 6 Utilities - Regulated Electric names. DUK ranks #3 (30.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
112,104 | $10,729,473 | |
| 2 | NEE |
Nextera Energy Inc
|
113,533 | $9,964,791 | |
| 3 | DUK |
Duke Energy CORP
This page
|
77,162 | $9,767,165 | |
| 4 | AEE |
Ameren Corp
|
11,690 | $1,321,437 | |
| 5 | D |
Dominion Energy, Inc
|
3,493 | $238,536 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,633 | $223,410 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,767,165 | 77,162 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $9,825,999 | 75,042 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,367,973 | 71,393 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,648,640 | 69,888 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,298,182 | 61,849 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $770,240 | 6,315 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $673,051 | 6,247 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $728,234 | 6,316 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $622,829 | 6,214 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $580,743 | 6,005 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $585,636 | 6,035 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $532,649 | 6,035 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $545,260 | 6,076 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $578,048 | 5,992 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $509,594 | 4,948 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $454,030 | 4,881 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $521,576 | 4,865 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $544,565 | 4,877 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $510,338 | 4,865 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $474,775 | 4,865 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $483,728 | 4,900 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $505,141 | 5,233 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $493,783 | 5,393 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $471,582 | 5,325 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $381,714 | 4,778 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $387,172 | 4,787 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||