Position in DUK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,933,129
-$72,740 QoQ
Shares Held
15,272
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#828
of 2,440 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $13,366,176 across 13 Utilities - Regulated Electric names. DUK ranks #2 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
34,666 | $4,742,655 | |
| 2 | DUK |
Duke Energy CORP
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|
15,272 | $1,933,129 | |
| 3 | SO |
Southern Co
|
17,272 | $1,653,103 | |
| 4 | D |
Dominion Energy, Inc
|
15,034 | $1,026,671 | |
| 5 | ED |
Consolidated Edison Inc
|
6,431 | $711,461 | |
| 6 | NEE |
Nextera Energy Inc
|
8,099 | $710,849 | |
| 7 | EVRG |
Evergy, Inc.
|
7,345 | $634,828 | |
| 8 | NGG |
National Grid PLC
|
6,646 | $550,754 |
All Filings in DUK
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,933,129 | 15,272 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,005,869 | 15,319 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,830,585 | 15,618 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,937,553 | 15,657 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,884,696 | 15,972 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,971,767 | 16,166 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,789,345 | 16,608 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,957,909 | 16,981 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,691,481 | 16,876 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,634,399 | 16,900 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,636,094 | 16,860 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,230,520 | 13,942 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,276,551 | 14,225 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,396,306 | 14,474 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,475,228 | 14,324 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,140,611 | 12,262 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,321,041 | 12,322 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,174,328 | 10,517 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,116,975 | 10,648 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,056,704 | 10,828 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $1,066,472 | 10,803 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,052,466 | 10,903 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $906,260 | 9,898 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $827,858 | 9,348 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||