Position in DUK
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,390,210
-$65,700 QoQ
Shares Held
18,883
+0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#747
of 2,446 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Bison Wealth, LLC holds $10,335,288 across 10 Utilities - Regulated Electric names. DUK ranks #2 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
25,849 | $2,474,007 | |
| 2 | DUK |
Duke Energy CORP
This page
|
18,883 | $2,390,210 | |
| 3 | ED |
Consolidated Edison Inc
|
12,050 | $1,333,091 | |
| 4 | NEE |
Nextera Energy Inc
|
12,749 | $1,118,979 | |
| 5 | D |
Dominion Energy, Inc
|
14,387 | $982,488 | |
| 6 | EIX |
Edison International
|
7,251 | $539,836 | |
| 7 | CMS |
Cms Energy Corp
|
5,870 | $449,055 | |
| 8 | PCG |
PG&E Corp
|
25,059 | $421,492 |
All Filings in DUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,390,210 | 18,883 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $2,455,910 | 18,756 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,151,741 | 18,358 | Shares | Sole | 2026-03-24 | |
| 2025-09-30 | $2,299,151 | 18,579 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,578,772 | 21,854 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,604,547 | 21,354 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $487,630 | 4,526 | Shares | Sole | 2025-02-25 | |
| No filing history on record for this holder in this stock. | ||||||