Position in DUK
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$164,807
+$74,459 QoQ
Shares Held
1,302
+88.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,132
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, 2026Beaird Harris Wealth Management, LLC holds $693,949 across 10 Utilities - Regulated Electric names. DUK ranks #1 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
1,302 | $164,807 | |
| 2 | NEE |
Nextera Energy Inc
|
1,494 | $131,128 | |
| 3 | OGE |
Oge Energy Corp.
|
2,605 | $126,759 | |
| 4 | EVRG |
Evergy, Inc.
|
872 | $75,366 | |
| 5 | AEP |
American Electric Power Co Inc
|
506 | $69,225 | |
| 6 | ES |
Eversource Energy
|
850 | $61,429 | |
| 7 | SO |
Southern Co
|
453 | $43,356 | |
| 8 | DTE |
Dte Energy Co
|
100 | $15,237 |
All Filings in DUK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,807 | 1,302 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $90,348 | 690 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $97,284 | 830 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $85,387 | 690 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $81,066 | 687 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $63,790 | 523 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $56,348 | 523 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $27,556 | 239 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $187,730 | 1,873 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $181,137 | 1,873 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $158,563 | 1,634 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $144,216 | 1,634 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $146,635 | 1,634 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $157,631 | 1,634 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $168,285 | 1,634 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $151,994 | 1,634 | Shares | Sole | 2022-11-02 | |
| 2022-03-31 | $182,452 | 1,634 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $180,218 | 1,718 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||