Position in DUK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,894,848
-$262,223 QoQ
Shares Held
38,670
-1.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#526
of 2,446 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Fifth Third Wealth Advisors LLC holds $29,410,114 across 24 Utilities - Regulated Electric names. DUK ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
79,088 | $6,941,553 | |
| 2 | DUK |
Duke Energy CORP
This page
|
38,670 | $4,894,848 | |
| 3 | SO |
Southern Co
|
38,052 | $3,641,956 | |
| 4 | D |
Dominion Energy, Inc
|
42,257 | $2,885,730 | |
| 5 | AEP |
American Electric Power Co Inc
|
15,897 | $2,174,868 | |
| 6 | ETR |
Entergy Corp /De/
|
10,638 | $1,221,880 | |
| 7 | XEL |
Xcel Energy Inc
|
14,192 | $1,139,617 | |
| 8 | EXC |
Exelon Corp
|
23,906 | $1,114,497 |
All Filings in DUK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,894,848 | 38,670 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $5,157,071 | 39,385 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,378,425 | 20,292 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,666,812 | 21,550 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,244,832 | 19,024 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,647,570 | 13,508 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,414,733 | 13,131 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,132,937 | 9,826 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $722,958 | 7,213 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||