Position in DUK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,550,984
-$83,016 QoQ
Shares Held
12,253
-1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#921
of 2,440 holders
Holding Since
Mar 2020
26 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, 2026Souders Financial Advisors holds $5,126,516 across 6 Utilities - Regulated Electric names. DUK ranks #2 (30.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,388 | $2,052,764 | |
| 2 | DUK |
Duke Energy CORP
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|
12,253 | $1,550,984 | |
| 3 | CNP |
Centerpoint Energy Inc
|
12,564 | $553,318 | |
| 4 | D |
Dominion Energy, Inc
|
6,288 | $429,407 | |
| 5 | PCG |
PG&E Corp
|
17,377 | $292,281 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,811 | $247,762 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,550,984 | 12,253 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,634,000 | 12,479 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,436,642 | 12,257 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,512,101 | 12,219 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,435,706 | 12,167 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,517,672 | 12,443 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,331,343 | 12,357 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,193,585 | 10,352 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,034,473 | 10,321 | Shares | Sole | 2024-08-28 | |
| 2024-03-31 | $1,198,913 | 12,397 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,299,753 | 13,394 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,010,135 | 11,445 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,154,684 | 12,867 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,145,870 | 11,878 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,262,966 | 12,263 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,126,565 | 12,111 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,286,841 | 12,003 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,294,697 | 11,595 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,183,901 | 11,286 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,046,652 | 10,725 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $983,152 | 9,959 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $899,852 | 9,322 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $746,214 | 8,150 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $715,564 | 8,080 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $619,866 | 7,759 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $543,432 | 6,719 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||