Position in DUK
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$1,086,802
+$124,274 QoQ
Shares Held
8,300
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $46,617,173 across 13 Utilities - Regulated Electric names. DUK ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
114,859 | $15,055,717 | |
| 2 | ES |
Eversource Energy
|
179,207 | $12,415,460 | |
| 3 | NEE |
Nextera Energy Inc
|
81,521 | $7,571,670 | |
| 4 | EIX |
Edison International
|
54,835 | $4,012,825 | |
| 5 | SO |
Southern Co
|
39,541 | $3,816,497 | |
| 6 | DUK |
Duke Energy CORP
This page
|
8,300 | $1,086,802 | |
| 7 | D |
Dominion Energy, Inc
|
10,744 | $664,194 | |
| 8 | XEL |
Xcel Energy Inc
|
6,282 | $499,042 |
All Filings in DUK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,086,802 | 8,300 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $962,528 | 8,212 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,520,168 | 20,365 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $919,456 | 7,792 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,062,602 | 8,712 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $997,887 | 9,262 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $854,718 | 7,413 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $752,025 | 7,503 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $784,801 | 8,115 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,920,224 | 30,093 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,144,851 | 58,292 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $5,264,866 | 58,668 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,671,567 | 58,791 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,448,409 | 62,612 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $12,354,916 | 132,820 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $12,407,842 | 115,734 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $358,540 | 3,211 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $222,388 | 2,120 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||