Position in DUK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,029,095
-$42,910 QoQ
Shares Held
8,130
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,092
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, 2026Aprio Wealth Management, LLC holds $11,504,972 across 19 Utilities - Regulated Electric names. DUK ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
26,127 | $2,500,615 | |
| 2 | NEE |
Nextera Energy Inc
|
11,953 | $1,049,114 | |
| 3 | AEP |
American Electric Power Co Inc
|
7,588 | $1,038,114 | |
| 4 | DUK |
Duke Energy CORP
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|
8,130 | $1,029,095 | |
| 5 | ETR |
Entergy Corp /De/
|
5,956 | $684,106 | |
| 6 | D |
Dominion Energy, Inc
|
8,395 | $573,294 | |
| 7 | XEL |
Xcel Energy Inc
|
6,813 | $547,083 | |
| 8 | EIX |
Edison International
|
6,915 | $514,821 |
All Filings in DUK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,029,095 | 8,130 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,072,005 | 8,187 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $886,107 | 7,560 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $817,863 | 6,609 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $645,342 | 5,469 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $544,961 | 4,468 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $407,472 | 3,782 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $269,110 | 2,334 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $270,220 | 2,696 | Shares | Sole | 2024-07-10 | |
| No filing history on record for this holder in this stock. | ||||||