Position in DUK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$512,395
-$17,126 QoQ
Shares Held
4,048
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,464
of 2,440 holders
Holding Since
Dec 2020
22 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, 2026Allegheny Financial Group holds $5,915,234 across 10 Utilities - Regulated Electric names. DUK ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,729 | $1,380,534 | |
| 2 | SO |
Southern Co
|
11,942 | $1,142,968 | |
| 3 | PPL |
PPL Corp
|
27,406 | $996,208 | |
| 4 | DUK |
Duke Energy CORP
This page
|
4,048 | $512,395 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
4,438 | $360,188 | |
| 6 | D |
Dominion Energy, Inc
|
5,169 | $352,991 | |
| 7 | ED |
Consolidated Edison Inc
|
3,189 | $352,799 | |
| 8 | EXC |
Exelon Corp
|
6,468 | $301,538 |
All Filings in DUK
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,395 | 4,048 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $529,521 | 4,044 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $471,887 | 4,026 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $521,482 | 4,214 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $499,376 | 4,232 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $514,103 | 4,215 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $457,571 | 4,247 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $537,413 | 4,661 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $251,978 | 2,514 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $235,005 | 2,430 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $235,710 | 2,429 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $213,942 | 2,424 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $289,892 | 3,005 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $306,910 | 2,980 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $282,687 | 3,039 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $324,953 | 3,031 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $344,024 | 3,081 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $344,176 | 3,281 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $240,168 | 2,461 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $254,105 | 2,574 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $247,116 | 2,560 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $233,020 | 2,545 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||