Position in DUK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$730,619
+$45,934 QoQ
Shares Held
5,772
+10.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,268
of 2,446 holders
Holding Since
Jun 2021
21 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, 2026Accurate Wealth Management, LLC holds $12,671,535 across 16 Utilities - Regulated Electric names. DUK ranks #7 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
23,699 | $2,268,231 | |
| 2 | AEP |
American Electric Power Co Inc
|
14,857 | $2,032,586 | |
| 3 | XEL |
Xcel Energy Inc
|
15,975 | $1,282,792 | |
| 4 | ES |
Eversource Energy
|
14,737 | $1,065,042 | |
| 5 | NEE |
Nextera Energy Inc
|
9,786 | $858,917 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
9,086 | $737,419 | |
| 7 | DUK |
Duke Energy CORP
This page
|
5,772 | $730,619 | |
| 8 | NWE |
NorthWestern Energy Group, Inc.
|
8,318 | $595,735 |
All Filings in DUK
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $730,619 | 5,772 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $684,685 | 5,229 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $547,722 | 4,673 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $546,108 | 4,413 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $526,634 | 4,463 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $531,667 | 4,359 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $477,719 | 4,434 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $504,552 | 4,376 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $412,346 | 4,114 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $425,524 | 4,400 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $453,856 | 4,677 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $441,829 | 5,006 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $416,214 | 4,638 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $486,884 | 5,047 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $560,677 | 5,444 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $265,758 | 2,857 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $538,515 | 5,023 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $587,443 | 5,261 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $533,731 | 5,088 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $495,269 | 5,075 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $494,291 | 5,007 | Shares | Sole | 2021-08-25 | |
| No filing history on record for this holder in this stock. | ||||||