Position in DUK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,840,726
-$46,512 QoQ
Shares Held
14,542
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#843
of 2,446 holders
Holding Since
Dec 2020
23 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, 2026Concord Wealth Partners holds $12,381,281 across 16 Utilities - Regulated Electric names. DUK ranks #3 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
64,250 | $5,639,222 | |
| 2 | SO |
Southern Co
|
21,665 | $2,073,557 | |
| 3 | DUK |
Duke Energy CORP
This page
|
14,542 | $1,840,726 | |
| 4 | D |
Dominion Energy, Inc
|
24,214 | $1,653,574 | |
| 5 | XEL |
Xcel Energy Inc
|
4,561 | $366,248 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,884 | $257,750 | |
| 7 | NGG |
National Grid PLC
|
2,162 | $179,164 | |
| 8 | DTE |
Dte Energy Co
|
821 | $125,095 |
All Filings in DUK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,840,726 | 14,542 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,887,238 | 14,413 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,473,095 | 12,568 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,593,157 | 12,874 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,667,862 | 22,609 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,635,861 | 13,412 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $675,960 | 6,274 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $654,673 | 5,678 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $548,358 | 5,471 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $650,664 | 6,728 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $519,066 | 5,349 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $605,463 | 6,860 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $656,178 | 7,312 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $562,130 | 5,827 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $534,621 | 5,191 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $680,069 | 7,311 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $831,520 | 7,756 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $916,170 | 8,205 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $839,200 | 8,000 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $380,893 | 3,903 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $783,836 | 7,940 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $686,521 | 7,112 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $531,414 | 5,804 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||