Position in DUK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,117,991
+$120,023 QoQ
Shares Held
48,333
+5.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#448
of 2,446 holders
Holding Since
Dec 2023
11 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, 2026STRATEGIC PLANNING GROUP, LLC holds $12,409,198 across 2 Utilities - Regulated Electric names. DUK ranks #2 (49.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
45,985 | $6,291,207 | |
| 2 | DUK |
Duke Energy CORP
This page
|
48,333 | $6,117,991 |
All Filings in DUK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,117,991 | 48,333 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,997,968 | 45,807 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $7,229,278 | 61,678 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,895,226 | 55,719 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,051,108 | 42,806 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,987,475 | 40,891 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $4,071,817 | 37,793 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $4,181,123 | 36,263 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,448,012 | 34,401 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,586,605 | 26,746 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,227,068 | 22,950 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||