Position in DUK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$296,197
+$32,484 QoQ
Shares Held
2,340
+16.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,836
of 2,446 holders
Holding Since
Dec 2020
9 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, 2026Phoenix Wealth Advisors holds $5,526,185 across 7 Utilities - Regulated Electric names. DUK ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
22,075 | $1,937,522 | |
| 2 | ETR |
Entergy Corp /De/
|
16,007 | $1,838,564 | |
| 3 | D |
Dominion Energy, Inc
|
8,459 | $577,665 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,664 | $364,461 | |
| 5 | DUK |
Duke Energy CORP
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|
2,340 | $296,197 | |
| 6 | EXC |
Exelon Corp
|
5,503 | $256,549 | |
| 7 | EVRG |
Evergy, Inc.
|
2,953 | $255,227 |
All Filings in DUK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,197 | 2,340 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $263,713 | 2,014 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $229,497 | 1,958 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $201,960 | 1,632 | Shares | Sole | 2025-10-28 | |
| 2025-03-31 | $207,592 | 1,702 | Shares | Sole | 2025-05-14 | |
| 2021-09-30 | $136,430 | 1,398 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $138,010 | 1,398 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $134,948 | 1,398 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $112,801 | 1,232 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||