Position in DUK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,166,308
-$265,259 QoQ
Shares Held
9,214
-15.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,043
of 2,440 holders
Holding Since
Mar 2024
10 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, 2026Revisor Wealth Management LLC holds $5,629,616 across 7 Utilities - Regulated Electric names. DUK ranks #1 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
9,214 | $1,166,308 | |
| 2 | ETR |
Entergy Corp /De/
|
9,858 | $1,132,289 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
7,689 | $897,844 | |
| 4 | ES |
Eversource Energy
|
11,851 | $856,471 | |
| 5 | EIX |
Edison International
|
10,004 | $744,797 | |
| 6 | NEE |
Nextera Energy Inc
|
4,923 | $432,091 | |
| 7 | ED |
Consolidated Edison Inc
|
3,614 | $399,816 |
All Filings in DUK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,166,308 | 9,214 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,431,567 | 10,933 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,287,434 | 10,984 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $884,688 | 7,149 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $844,998 | 7,161 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $450,679 | 3,695 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $221,297 | 2,054 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $437,448 | 3,794 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $441,914 | 4,409 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $565,366 | 5,846 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||