Position in DUK
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$3,757,192
+$721,688 QoQ
Shares Held
28,694
+10.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026Leo Wealth, LLC holds $13,544,352 across 13 Utilities - Regulated Electric names. DUK ranks #1 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
28,694 | $3,757,192 | |
| 2 | ES |
Eversource Energy
|
27,827 | $1,927,854 | |
| 3 | EXC |
Exelon Corp
|
38,416 | $1,883,152 | |
| 4 | AEP |
American Electric Power Co Inc
|
13,017 | $1,706,268 | |
| 5 | FE |
Firstenergy Corp
|
24,620 | $1,247,249 | |
| 6 | SO |
Southern Co
|
10,280 | $992,225 | |
| 7 | DTE |
Dte Energy Co
|
2,751 | $402,251 | |
| 8 | EVRG |
Evergy, Inc.
|
4,900 | $401,408 |
All Filings in DUK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,757,192 | 28,694 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,035,504 | 25,898 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,274,772 | 18,382 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,991,890 | 25,355 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,352,069 | 19,284 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,451,623 | 22,755 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,097,307 | 18,190 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,703,108 | 16,992 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,687,589 | 17,450 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,851,329 | 19,078 | Shares | Sole | 2024-03-14 | |
| No filing history on record for this holder in this stock. | ||||||