Position in DUK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$428,979
+$18,221 QoQ
Shares Held
3,389
+8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,581
of 2,440 holders
Holding Since
Dec 2021
19 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, 2026Revolve Wealth Partners, LLC holds $2,799,132 across 8 Utilities - Regulated Electric names. DUK ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
7,535 | $661,346 | |
| 2 | ED |
Consolidated Edison Inc
|
4,117 | $455,463 | |
| 3 | DUK |
Duke Energy CORP
This page
|
3,389 | $428,979 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
3,914 | $317,660 | |
| 5 | SO |
Southern Co
|
2,771 | $265,212 | |
| 6 | DTE |
Dte Energy Co
|
1,519 | $231,450 | |
| 7 | NGG |
National Grid PLC
|
2,692 | $223,086 | |
| 8 | ETR |
Entergy Corp /De/
|
1,880 | $215,936 |
All Filings in DUK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,979 | 3,389 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $410,758 | 3,137 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $339,322 | 2,895 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $365,433 | 2,953 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $334,648 | 2,836 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $370,056 | 3,034 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $317,833 | 2,950 | Shares | Sole | 2025-03-19 | |
| 2024-09-30 | $377,607 | 3,275 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $315,724 | 3,150 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $315,661 | 3,264 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $311,789 | 3,213 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $312,705 | 3,543 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $333,294 | 3,714 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $357,228 | 3,703 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $368,704 | 3,580 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $381,009 | 4,096 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $427,982 | 3,992 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $443,513 | 3,972 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $413,201 | 3,939 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||