Position in DUK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,666,263
-$512,425 QoQ
Shares Held
28,964
-9.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#608
of 2,446 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $30,108,325 across 14 Utilities - Regulated Electric names. DUK ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
104,425 | $9,165,382 | |
| 2 | AEP |
American Electric Power Co Inc
|
46,134 | $6,311,592 | |
| 3 | DUK |
Duke Energy CORP
This page
|
28,964 | $3,666,263 | |
| 4 | CNP |
Centerpoint Energy Inc
|
50,992 | $2,245,687 | |
| 5 | D |
Dominion Energy, Inc
|
28,802 | $1,966,888 | |
| 6 | SO |
Southern Co
|
16,985 | $1,625,634 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
10,703 | $1,249,789 | |
| 8 | DTE |
Dte Energy Co
|
8,067 | $1,229,168 |
All Filings in DUK
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,666,263 | 28,964 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,178,688 | 31,913 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $4,400,673 | 35,561 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,877,480 | 32,860 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,969,025 | 32,541 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,475,045 | 32,254 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,368,143 | 29,212 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,957,787 | 29,510 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,638,925 | 27,287 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,717,799 | 28,007 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,437,931 | 16,292 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $968,294 | 10,790 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $852,023 | 8,832 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $904,991 | 9,729 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,335,729 | 12,459 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,385,142 | 12,405 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $1,362,231 | 12,986 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||