Position in DUK
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$418,093
-$75,812 QoQ
Shares Held
3,303
-12.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,603
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, 2026Accel Wealth Management holds $2,969,082 across 7 Utilities - Regulated Electric names. DUK ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
9,097 | $798,443 | |
| 2 | LNT |
Alliant Energy Corp
|
8,972 | $684,473 | |
| 3 | DUK |
Duke Energy CORP
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|
3,303 | $418,093 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,313 | $316,441 | |
| 5 | OGE |
Oge Energy Corp.
|
5,632 | $274,053 | |
| 6 | SO |
Southern Co
|
2,514 | $240,614 | |
| 7 | XEL |
Xcel Energy Inc
|
2,951 | $236,965 |
All Filings in DUK
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,093 | 3,303 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $493,905 | 3,772 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $407,070 | 3,473 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $430,031 | 3,475 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $382,556 | 3,242 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $341,150 | 2,797 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $329,684 | 3,060 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $436,064 | 3,782 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $386,687 | 3,858 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $357,150 | 3,693 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $360,794 | 3,718 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $329,562 | 3,734 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $361,024 | 4,023 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $387,809 | 4,020 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $410,827 | 3,989 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $374,870 | 4,030 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $427,017 | 3,983 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $441,280 | 3,952 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $411,522 | 3,923 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $361,668 | 3,706 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $369,015 | 3,738 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $425,793 | 4,411 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $406,801 | 4,443 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||