Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$375,689
+$123,106 QoQ
Shares Held
2,968
+53.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,668
of 2,446 holders
Holding Since
Jun 2020
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, 2026Keebeck Wealth Management holds $6,920,573 across 7 Utilities - Regulated Electric names. DUK ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
30,280 | $3,535,795 | |
| 2 | NEE |
Nextera Energy Inc
|
14,475 | $1,270,470 | |
| 3 | SO |
Southern Co
|
8,069 | $772,283 | |
| 4 | ED |
Consolidated Edison Inc
|
3,633 | $401,918 | |
| 5 | DUK |
Duke Energy CORP
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|
2,968 | $375,689 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,169 | $296,740 | |
| 7 | AEE |
Ameren Corp
|
2,368 | $267,678 |
All Filings in DUK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,689 | 2,968 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $252,583 | 1,929 | Shares | Other | 2026-05-14 | |
| 2023-03-31 | $205,481 | 2,130 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $342,956 | 3,330 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $305,570 | 3,285 | Shares | Sole | 2022-11-14 | |
| 2021-06-30 | $636,941 | 6,452 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $701,097 | 7,263 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $508,982 | 5,559 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $13,421 | 168 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||