Position in DUK
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$1,138,460
-$13,942 QoQ
Shares Held
8,994
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,057
of 2,446 holders
Holding Since
Dec 2021
18 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, 2026CoreCap Advisors, LLC holds $32,044,733 across 29 Utilities - Regulated Electric names. DUK ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
54,003 | $7,388,150 | |
| 2 | EIX |
Edison International
|
80,959 | $6,027,397 | |
| 3 | FE |
Firstenergy Corp
|
120,491 | $5,728,142 | |
| 4 | DTE |
Dte Energy Co
|
32,311 | $4,923,227 | |
| 5 | NEE |
Nextera Energy Inc
|
21,144 | $1,855,808 | |
| 6 | D |
Dominion Energy, Inc
|
18,791 | $1,283,237 | |
| 7 | SO |
Southern Co
|
12,554 | $1,201,543 | |
| 8 | DUK |
Duke Energy CORP
This page
|
8,994 | $1,138,460 |
All Filings in DUK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,138,460 | 8,994 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $1,152,402 | 8,801 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $734,555 | 6,267 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $690,525 | 5,580 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $602,508 | 5,106 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $756,214 | 6,200 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $766,139 | 7,111 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $817,361 | 7,089 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $710,330 | 7,087 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $691,960 | 7,155 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $686,363 | 7,073 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $606,169 | 6,868 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $627,910 | 6,997 | Shares | Sole | 2024-01-16 | |
| 2022-12-31 | $598,989 | 5,816 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $604,909 | 6,503 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $647,012 | 6,035 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $565,557 | 5,065 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $344,701 | 3,286 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||