Position in DUK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,578,072
+$41,623 QoQ
Shares Held
12,467
+6.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#912
of 2,446 holders
Holding Since
Sep 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, 2026NovaPoint Capital, LLC holds $11,077,210 across 6 Utilities - Regulated Electric names. DUK ranks #6 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,974 | $2,104,197 | |
| 2 | D |
Dominion Energy, Inc
|
30,742 | $2,099,371 | |
| 3 | SO |
Southern Co
|
20,713 | $1,982,441 | |
| 4 | AEP |
American Electric Power Co Inc
|
12,652 | $1,730,920 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
14,787 | $1,582,209 | |
| 6 | DUK |
Duke Energy CORP
This page
|
12,467 | $1,578,072 |
All Filings in DUK
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,578,072 | 12,467 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,536,449 | 11,734 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,271,611 | 10,849 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,250,988 | 10,109 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $1,070,652 | 8,778 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $947,357 | 8,793 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $984,777 | 8,541 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $792,919 | 7,911 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $713,526 | 7,378 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $842,695 | 8,684 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $982,951 | 11,137 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $857,017 | 9,550 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $885,305 | 9,177 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $724,534 | 7,035 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $635,233 | 6,829 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $666,310 | 6,215 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $319,124 | 2,858 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $282,390 | 2,692 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $227,872 | 2,335 | Shares | Sole | 2021-11-04 | |
| No filing history on record for this holder in this stock. | ||||||