Position in DUK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$456,827
+$8,882 QoQ
Shares Held
3,609
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,536
of 2,446 holders
Holding Since
Jun 2021
21 quarters on record
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Spire Wealth Management holds $11,827,786 across 29 Utilities - Regulated Electric names. DUK ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
35,740 | $3,136,899 | |
| 2 | SO |
Southern Co
|
18,393 | $1,760,394 | |
| 3 | D |
Dominion Energy, Inc
|
22,944 | $1,566,845 | |
| 4 | ED |
Consolidated Edison Inc
|
10,183 | $1,126,544 | |
| 5 | FE |
Firstenergy Corp
|
22,487 | $1,069,031 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,423 | $605,110 | |
| 7 | XEL |
Xcel Energy Inc
|
6,010 | $482,603 | |
| 8 | DUK |
Duke Energy CORP
This page
|
3,609 | $456,827 |
All Filings in DUK
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $456,827 | 3,609 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $447,945 | 3,421 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $354,208 | 3,022 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $614,913 | 4,969 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $645,224 | 5,468 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $874,158 | 7,167 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $696,646 | 6,466 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $739,188 | 6,411 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $667,932 | 6,664 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $880,737 | 9,107 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $941,676 | 9,704 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $882,246 | 9,996 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $878,464 | 9,789 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $955,535 | 9,905 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $706,202 | 6,857 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $491,424 | 5,283 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,562,156 | 14,571 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,012,336 | 18,022 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,871,532 | 27,374 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $2,114,092 | 21,663 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,100,662 | 21,279 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||