Position in DUK
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$803,656
-$264,683 QoQ
Shares Held
6,349
-22.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,204
of 2,446 holders
Holding Since
Dec 2021
19 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, 2026Thrive Wealth Management, LLC holds $4,452,121 across 9 Utilities - Regulated Electric names. DUK ranks #1 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
6,349 | $803,656 | |
| 2 | LNT |
Alliant Energy Corp
|
7,792 | $594,451 | |
| 3 | ETR |
Entergy Corp /De/
|
5,067 | $581,995 | |
| 4 | NEE |
Nextera Energy Inc
|
6,123 | $537,415 | |
| 5 | SO |
Southern Co
|
5,497 | $526,117 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
4,326 | $505,147 | |
| 7 | PPL |
PPL Corp
|
9,386 | $341,181 | |
| 8 | EXC |
Exelon Corp
|
6,411 | $298,880 |
All Filings in DUK
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $803,656 | 6,349 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,068,339 | 8,159 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,034,612 | 8,827 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,040,737 | 8,410 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $991,200 | 8,400 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,026,987 | 8,420 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $920,961 | 8,548 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $998,613 | 8,661 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $875,509 | 8,735 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $839,249 | 8,678 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $894,029 | 9,213 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $820,464 | 9,296 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $781,186 | 8,705 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $737,995 | 7,650 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $775,308 | 7,528 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $701,556 | 7,542 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $764,728 | 7,133 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $802,947 | 7,191 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $800,596 | 7,632 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||