Position in DUK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$804,542
-$77,338 QoQ
Shares Held
6,356
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,203
of 2,446 holders
Holding Since
Mar 2020
26 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, 2026Procyon Advisors, LLC holds $11,596,857 across 15 Utilities - Regulated Electric names. DUK ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,521 | $2,591,058 | |
| 2 | SO |
Southern Co
|
15,573 | $1,490,491 | |
| 3 | DTE |
Dte Energy Co
|
9,128 | $1,390,833 | |
| 4 | XEL |
Xcel Energy Inc
|
13,831 | $1,110,629 | |
| 5 | DUK |
Duke Energy CORP
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|
6,356 | $804,542 | |
| 6 | AEE |
Ameren Corp
|
6,677 | $754,768 | |
| 7 | ED |
Consolidated Edison Inc
|
6,255 | $691,990 | |
| 8 | AEP |
American Electric Power Co Inc
|
5,005 | $684,734 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $804,542 | 6,356 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $881,880 | 6,735 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $707,245 | 6,034 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,036,530 | 8,376 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,121,590 | 9,505 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,086,142 | 8,905 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,028,917 | 9,550 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,137,203 | 9,863 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,171,688 | 11,690 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,170,094 | 12,099 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,270,059 | 13,088 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,416,926 | 16,054 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,514,183 | 16,873 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,497,021 | 15,518 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $2,360,427 | 22,919 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,784,309 | 19,182 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $2,166,606 | 20,209 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $2,162,742 | 19,369 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,004,219 | 19,106 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,791,069 | 18,353 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,246,241 | 12,624 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $515,277 | 5,338 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $528,392 | 5,771 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $524,363 | 5,921 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $482,295 | 6,037 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $247,169 | 3,056 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||