Position in DUK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$580,875
-$46,458 QoQ
Shares Held
4,589
-4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,386
of 2,440 holders
Holding Since
Jun 2020
25 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, 2026Intrua Financial, LLC holds $9,051,855 across 18 Utilities - Regulated Electric names. DUK ranks #6 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
8,518 | $994,646 | |
| 2 | ES |
Eversource Energy
|
11,982 | $865,939 | |
| 3 | NEE |
Nextera Energy Inc
|
9,668 | $848,560 | |
| 4 | EIX |
Edison International
|
8,853 | $659,105 | |
| 5 | EVRG |
Evergy, Inc.
|
7,193 | $621,690 | |
| 6 | DUK |
Duke Energy CORP
This page
|
4,589 | $580,875 | |
| 7 | SO |
Southern Co
|
5,633 | $539,134 | |
| 8 | AEP |
American Electric Power Co Inc
|
3,834 | $524,529 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $580,875 | 4,589 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $627,333 | 4,791 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $594,371 | 5,071 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $934,807 | 7,554 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $625,400 | 5,300 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $667,663 | 5,474 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $545,487 | 5,063 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $672,199 | 5,830 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $805,949 | 8,041 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $1,029,864 | 10,649 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $1,377,773 | 14,198 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $916,756 | 10,387 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $813,223 | 9,062 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $570,716 | 5,916 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,646,501 | 15,987 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,104,054 | 11,869 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,630,878 | 15,212 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,455,376 | 13,034 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $863,536 | 8,232 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $795,163 | 8,148 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $545,329 | 5,524 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $531,494 | 5,506 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $345,547 | 3,774 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $323,863 | 3,657 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $339,372 | 4,248 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||