Position in DUK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$11,145,242
+$297,387 QoQ
Shares Held
88,049
+6.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#311
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, 2026HB Wealth Management, LLC holds $98,089,099 across 29 Utilities - Regulated Electric names. DUK ranks #3 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
210,104 | $20,109,053 | |
| 2 | NEE |
Nextera Energy Inc
|
224,772 | $19,728,238 | |
| 3 | DUK |
Duke Energy CORP
This page
|
88,049 | $11,145,242 | |
| 4 | AEP |
American Electric Power Co Inc
|
44,065 | $6,028,532 | |
| 5 | D |
Dominion Energy, Inc
|
73,917 | $5,047,791 | |
| 6 | ETR |
Entergy Corp /De/
|
27,615 | $3,171,858 | |
| 7 | CMS |
Cms Energy Corp
|
33,781 | $2,584,246 | |
| 8 | ES |
Eversource Energy
|
35,105 | $2,537,038 |
All Filings in DUK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,145,242 | 88,049 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $10,847,855 | 82,846 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $9,783,284 | 83,468 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $10,542,757 | 85,194 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $8,787,106 | 74,467 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $8,880,269 | 72,807 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $7,404,000 | 68,721 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $7,602,536 | 65,937 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $6,466,939 | 64,521 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $6,179,382 | 63,896 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,107,309 | 62,936 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $5,883,499 | 66,661 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $5,396,694 | 60,137 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $5,451,616 | 56,511 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $5,548,792 | 53,877 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $4,804,483 | 51,650 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $5,199,792 | 48,501 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $4,863,574 | 43,557 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,195,895 | 39,999 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||