Position in DUK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$7,846,314
-$25,144 QoQ
Shares Held
61,987
+3.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.96%
of 13F equity value
Holder Rank
#370
of 2,446 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, 2026Founders Financial Alliance, LLC holds $13,122,470 across 6 Utilities - Regulated Electric names. DUK ranks #1 (59.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
61,987 | $7,846,314 | |
| 2 | NEE |
Nextera Energy Inc
|
20,321 | $1,783,574 | |
| 3 | AEP |
American Electric Power Co Inc
|
12,035 | $1,646,508 | |
| 4 | D |
Dominion Energy, Inc
|
15,655 | $1,069,079 | |
| 5 | SO |
Southern Co
|
4,728 | $452,516 | |
| 6 | ETR |
Entergy Corp /De/
|
2,825 | $324,479 |
All Filings in DUK
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,846,314 | 61,987 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $7,871,458 | 60,115 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,827,599 | 58,251 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,089,018 | 57,285 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $6,578,146 | 55,747 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,771,164 | 55,515 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $5,844,679 | 54,248 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,525,634 | 56,597 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $5,615,385 | 56,025 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $5,235,299 | 54,134 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,043,168 | 51,970 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,836,824 | 54,802 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,663,698 | 51,969 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,540,360 | 47,065 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,318,300 | 51,639 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,673,510 | 50,242 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,834,310 | 26,437 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,485,632 | 49,128 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,022,926 | 47,883 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,613,168 | 47,271 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,697,478 | 47,584 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $4,602,157 | 47,676 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,276,937 | 46,712 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $4,143,717 | 46,790 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||