Position in DUK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,542,250
-$19,209 QoQ
Shares Held
12,184
+2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#925
of 2,446 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MBL Wealth, LLC holds $4,534,482 across 8 Utilities - Regulated Electric names. DUK ranks #1 (34.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
12,184 | $1,542,250 | |
| 2 | NEE |
Nextera Energy Inc
|
7,660 | $672,318 | |
| 3 | SO |
Southern Co
|
6,020 | $576,174 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,838 | $525,076 | |
| 5 | EIX |
Edison International
|
5,142 | $382,821 | |
| 6 | ES |
Eversource Energy
|
4,314 | $311,772 | |
| 7 | PCG |
PG&E Corp
|
18,535 | $311,758 | |
| 8 | D |
Dominion Energy, Inc
|
3,109 | $212,313 |
All Filings in DUK
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,542,250 | 12,184 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,561,459 | 11,925 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,408,512 | 12,017 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,214,358 | 9,813 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,130,204 | 9,578 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,110,048 | 9,101 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $715,932 | 6,645 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $716,589 | 6,215 | Shares | Sole | 2025-01-08 | |
| 2024-06-30 | $612,104 | 6,107 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $587,706 | 6,077 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $826,101 | 8,513 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $814,198 | 9,225 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $873,528 | 9,734 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $542,257 | 5,621 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $332,142 | 3,225 | Shares | Defined | 2023-01-12 | |
| 2022-09-30 | $245,200 | 2,636 | Shares | Defined | 2023-01-12 | |
| 2022-06-30 | $468,293 | 4,368 | Shares | Sole | 2023-01-12 | |
| 2022-03-31 | $254,584 | 2,280 | Shares | Sole | 2022-05-02 | |
| 2021-03-31 | $287,948 | 2,983 | Shares | Defined | 2021-05-27 | |
| 2020-12-31 | $236,499 | 2,583 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||