Position in DUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,222,202
-$151,455 QoQ
Shares Held
33,356
-0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#566
of 2,446 holders
Holding Since
Mar 2020
26 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, 2026Snowden Capital Advisors LLC holds $38,563,016 across 20 Utilities - Regulated Electric names. DUK ranks #2 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
158,439 | $13,906,191 | |
| 2 | DUK |
Duke Energy CORP
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|
33,356 | $4,222,202 | |
| 3 | AEP |
American Electric Power Co Inc
|
22,744 | $3,111,606 | |
| 4 | ED |
Consolidated Edison Inc
|
27,388 | $3,029,934 | |
| 5 | SO |
Southern Co
|
21,861 | $2,092,316 | |
| 6 | NGG |
National Grid PLC
|
22,192 | $1,839,051 | |
| 7 | D |
Dominion Energy, Inc
|
24,719 | $1,688,060 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
13,400 | $1,564,718 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,222,202 | 33,356 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,373,657 | 33,402 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,395,690 | 28,971 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,634,661 | 29,371 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,562,302 | 30,189 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,840,591 | 31,488 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,210,652 | 29,800 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,870,614 | 50,916 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,263,662 | 82,447 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,936,119 | 82,061 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,360,486 | 65,545 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,287,112 | 71,234 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,464,510 | 72,036 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,745,085 | 69,919 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,023,197 | 68,193 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,246,199 | 67,149 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $7,324,051 | 68,315 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,660,210 | 68,603 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,121,439 | 58,355 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,031,842 | 61,808 | Shares | Sole | 2024-02-06 | |
| 2021-06-30 | $5,692,886 | 57,667 | Shares | Sole | 2024-01-08 | |
| 2021-03-31 | $1,133,648 | 11,744 | Shares | Sole | 2024-01-08 | |
| 2020-12-31 | $905,070 | 9,885 | Shares | Sole | 2024-01-08 | |
| 2020-09-30 | $812,803 | 9,178 | Shares | Sole | 2024-01-08 | |
| 2020-06-30 | $760,233 | 9,516 | Shares | Sole | 2024-01-08 | |
| 2020-03-31 | $1,268,441 | 15,683 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||