Position in DUK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,578,199
-$61,955 QoQ
Shares Held
12,468
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#909
of 2,440 holders
Holding Since
Mar 2022
17 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, 2026Everhart Financial Group, Inc. holds $8,345,712 across 12 Utilities - Regulated Electric names. DUK ranks #1 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
12,468 | $1,578,199 | |
| 2 | NEE |
Nextera Energy Inc
|
16,849 | $1,478,836 | |
| 3 | IDA |
Idacorp Inc
|
6,843 | $1,035,345 | |
| 4 | OGE |
Oge Energy Corp.
|
19,288 | $938,554 | |
| 5 | AEP |
American Electric Power Co Inc
|
5,484 | $750,266 | |
| 6 | FE |
Firstenergy Corp
|
14,001 | $665,607 | |
| 7 | D |
Dominion Energy, Inc
|
8,151 | $556,631 | |
| 8 | SO |
Southern Co
|
4,003 | $383,127 |
All Filings in DUK
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,578,199 | 12,468 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,640,154 | 12,526 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,398,549 | 11,932 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,515,318 | 12,245 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,405,262 | 11,909 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,028,694 | 8,434 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $805,679 | 7,478 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $898,417 | 7,792 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $725,765 | 7,241 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $592,929 | 6,131 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $514,894 | 5,306 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $360,806 | 4,088 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $257,464 | 2,869 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $312,755 | 3,242 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $316,733 | 3,405 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $336,639 | 3,140 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $227,228 | 2,035 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||