Position in DUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$492,269
+$92,902 QoQ
Shares Held
3,889
+27.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,492
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, 2026SITTNER & NELSON, LLC holds $1,901,051 across 13 Utilities - Regulated Electric names. DUK ranks #1 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
3,889 | $492,269 | |
| 2 | NEE |
Nextera Energy Inc
|
3,449 | $302,718 | |
| 3 | SO |
Southern Co
|
3,099 | $296,605 | |
| 4 | ED |
Consolidated Edison Inc
|
2,435 | $269,384 | |
| 5 | EIX |
Edison International
|
3,038 | $226,179 | |
| 6 | D |
Dominion Energy, Inc
|
2,107 | $143,887 | |
| 7 | AEP |
American Electric Power Co Inc
|
800 | $109,448 | |
| 8 | DTE |
Dte Energy Co
|
363 | $55,310 |
All Filings in DUK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $492,269 | 3,889 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $399,367 | 3,050 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $357,490 | 3,050 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $377,561 | 3,051 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $360,018 | 3,051 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $372,130 | 3,051 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $328,714 | 3,051 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $294,130 | 2,551 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $255,686 | 2,551 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $246,707 | 2,551 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $247,549 | 2,551 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $225,151 | 2,551 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $228,926 | 2,551 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $450,804 | 4,673 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $460,571 | 4,472 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $359,522 | 3,865 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $392,817 | 3,664 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $381,095 | 3,413 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $342,288 | 3,263 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $294,331 | 3,016 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $223,699 | 2,266 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $170,471 | 1,766 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $74,712 | 816 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||