Position in DUK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$840,491
-$37,854 QoQ
Shares Held
6,640
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,182
of 2,440 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Legacy Wealth Asset Management, LLC holds $5,057,173 across 7 Utilities - Regulated Electric names. DUK ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
12,466 | $851,303 | |
| 2 | DUK |
Duke Energy CORP
This page
|
6,640 | $840,491 | |
| 3 | NEE |
Nextera Energy Inc
|
9,574 | $840,309 | |
| 4 | SO |
Southern Co
|
8,742 | $836,696 | |
| 5 | NGG |
National Grid PLC
|
9,772 | $809,805 | |
| 6 | XEL |
Xcel Energy Inc
|
8,318 | $667,935 | |
| 7 | NWE |
NorthWestern Energy Group, Inc.
|
2,941 | $210,634 |
All Filings in DUK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $840,491 | 6,640 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $878,345 | 6,708 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $782,611 | 6,677 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $818,111 | 6,611 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $781,986 | 6,627 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $815,369 | 6,685 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $734,140 | 6,814 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $809,521 | 7,021 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $704,215 | 7,026 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $762,945 | 7,889 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $757,106 | 7,802 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $686,839 | 7,782 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $693,779 | 7,731 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $745,520 | 7,728 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $795,803 | 7,727 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $705,277 | 7,582 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $976,683 | 9,110 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,015,994 | 9,099 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $927,735 | 8,844 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $787,063 | 8,065 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $788,476 | 7,987 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $752,065 | 7,791 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $694,299 | 7,583 | Shares | Sole | 2021-03-25 | |
| No filing history on record for this holder in this stock. | ||||||