Position in DUK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$18,623,335
-$764,165 QoQ
Shares Held
147,127
-0.6% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
2.70%
of 13F equity value
Holder Rank
#248
of 2,446 holders
Holding Since
Sep 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, 2026ARS Wealth Advisors Group, LLC holds $32,804,068 across 8 Utilities - Regulated Electric names. DUK ranks #1 (56.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
147,127 | $18,623,335 | |
| 2 | SO |
Southern Co
|
110,226 | $10,549,730 | |
| 3 | AEP |
American Electric Power Co Inc
|
8,394 | $1,148,383 | |
| 4 | NEE |
Nextera Energy Inc
|
11,278 | $989,870 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
5,675 | $662,669 | |
| 6 | EIX |
Edison International
|
4,465 | $332,419 | |
| 7 | XEL |
Xcel Energy Inc
|
3,278 | $263,223 | |
| 8 | D |
Dominion Energy, Inc
|
3,433 | $234,439 |
All Filings in DUK
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,623,335 | 147,127 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $19,387,500 | 148,064 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $17,138,680 | 146,222 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $17,726,940 | 143,248 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $16,613,456 | 140,792 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $16,930,533 | 138,809 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $14,965,947 | 138,908 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $15,969,280 | 138,502 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $13,578,759 | 135,476 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $12,701,021 | 131,331 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,222,287 | 115,646 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $9,116,640 | 103,293 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $8,943,039 | 99,655 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $9,488,017 | 98,352 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $9,052,821 | 87,900 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $8,927,591 | 83,272 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $9,305,744 | 83,340 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $8,631,172 | 82,280 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $7,891,127 | 80,860 | Shares | Sole | 2021-10-26 | |
| No filing history on record for this holder in this stock. | ||||||