Position in DUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$44,935
-$3,250 QoQ
Shares Held
355
-3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,251
of 2,446 holders
Holding Since
Dec 2021
19 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, 2026Covestor Ltd holds $1,039,240 across 30 Utilities - Regulated Electric names. DUK ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POR |
Portland General Electric Co /Or/
|
2,584 | $133,928 | |
| 2 | EXC |
Exelon Corp
|
2,671 | $124,522 | |
| 3 | ED |
Consolidated Edison Inc
|
916 | $101,337 | |
| 4 | PCG |
PG&E Corp
|
4,960 | $83,427 | |
| 5 | NEE |
Nextera Energy Inc
|
822 | $72,146 | |
| 6 | PPL |
PPL Corp
|
1,291 | $46,927 | |
| 7 | CMS |
Cms Energy Corp
|
588 | $44,982 | |
| 8 | DUK |
Duke Energy CORP
This page
|
355 | $44,935 |
All Filings in DUK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,935 | 355 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $48,185 | 368 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $56,964 | 486 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $60,885 | 492 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $64,074 | 543 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $65,131 | 534 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $46,974 | 436 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $47,273 | 410 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $31,371 | 313 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $30,560 | 316 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $31,926 | 329 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $28,331 | 321 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $30,421 | 339 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $33,185 | 344 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $35,222 | 342 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $32,091 | 345 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $131,761 | 1,229 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $140,691 | 1,260 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $24,127 | 230 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||