Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,767,038
+$964,649 QoQ
Shares Held
21,860
+58.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#702
of 2,446 holders
Holding Since
Dec 2021
19 quarters on record
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $22,355,033 across 16 Utilities - Regulated Electric names. DUK ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
47,891 | $4,203,393 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
33,072 | $3,861,817 | |
| 3 | DUK |
Duke Energy CORP
This page
|
21,860 | $2,767,038 | |
| 4 | SO |
Southern Co
|
26,269 | $2,514,205 | |
| 5 | AEP |
American Electric Power Co Inc
|
13,010 | $1,779,898 | |
| 6 | ED |
Consolidated Edison Inc
|
14,321 | $1,584,332 | |
| 7 | D |
Dominion Energy, Inc
|
20,187 | $1,378,570 | |
| 8 | EXC |
Exelon Corp
|
18,645 | $869,229 |
All Filings in DUK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,767,038 | 21,860 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,802,389 | 13,765 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,843,361 | 15,727 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $710,077 | 5,738 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,966,706 | 16,667 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,366,096 | 19,399 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,113,212 | 19,614 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,090,734 | 18,133 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,055,115 | 20,504 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,894,645 | 19,591 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,503,052 | 15,489 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,767,759 | 20,029 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $611,219 | 6,811 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,724,015 | 17,871 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,317,686 | 22,504 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,767,286 | 18,999 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,943,931 | 18,132 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,897,215 | 16,991 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,811,308 | 17,267 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||