Position in DUK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,179,581
+$57,830 QoQ
Shares Held
17,219
+6.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#785
of 2,446 holders
Holding Since
Dec 2021
19 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, 2026Wedmont Private Capital holds $16,620,841 across 23 Utilities - Regulated Electric names. DUK ranks #2 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
25,365 | $2,226,286 | |
| 2 | DUK |
Duke Energy CORP
This page
|
17,219 | $2,179,581 | |
| 3 | SO |
Southern Co
|
18,489 | $1,769,582 | |
| 4 | AEP |
American Electric Power Co Inc
|
9,370 | $1,281,909 | |
| 5 | ED |
Consolidated Edison Inc
|
10,397 | $1,150,220 | |
| 6 | D |
Dominion Energy, Inc
|
11,921 | $814,085 | |
| 7 | ETR |
Entergy Corp /De/
|
6,927 | $795,635 | |
| 8 | XEL |
Xcel Energy Inc
|
9,575 | $768,872 |
All Filings in DUK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,179,581 | 17,219 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,121,751 | 16,204 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,807,729 | 15,423 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,003,512 | 16,190 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,761,622 | 14,929 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,750,757 | 14,354 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,491,552 | 13,844 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,385,675 | 12,018 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,051,212 | 10,488 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $900,466 | 9,311 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $851,234 | 8,772 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $691,517 | 7,835 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $742,688 | 8,276 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $729,409 | 7,561 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $693,946 | 6,738 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $640,907 | 6,890 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $652,694 | 6,088 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $361,331 | 3,236 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $301,272 | 2,872 | Shares | Sole | 2022-01-14 | |
| No filing history on record for this holder in this stock. | ||||||