Position in DUK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$463,282
-$31,933 QoQ
Shares Held
3,660
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,528
of 2,446 holders
Holding Since
Jun 2025
5 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, 2026Resonant Capital Advisors, LLC holds $4,928,652 across 14 Utilities - Regulated Electric names. DUK ranks #3 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
10,566 | $927,377 | |
| 2 | EXC |
Exelon Corp
|
10,808 | $503,868 | |
| 3 | DUK |
Duke Energy CORP
This page
|
3,660 | $463,282 | |
| 4 | SO |
Southern Co
|
4,245 | $406,288 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,556 | $349,686 | |
| 6 | D |
Dominion Energy, Inc
|
4,811 | $328,543 | |
| 7 | LNT |
Alliant Energy Corp
|
4,261 | $325,071 | |
| 8 | ETR |
Entergy Corp /De/
|
2,572 | $295,419 |
All Filings in DUK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $463,282 | 3,660 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $495,215 | 3,782 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $325,492 | 2,777 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $361,597 | 2,922 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $243,552 | 2,064 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||