Position in DUK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,323,140
+$330,484 QoQ
Shares Held
10,453
+37.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#995
of 2,440 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Simplicity Wealth,LLC holds $14,821,898 across 17 Utilities - Regulated Electric names. DUK ranks #3 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
43,287 | $4,142,998 | |
| 2 | NEE |
Nextera Energy Inc
|
27,863 | $2,445,535 | |
| 3 | DUK |
Duke Energy CORP
This page
|
10,453 | $1,323,140 | |
| 4 | ED |
Consolidated Edison Inc
|
10,572 | $1,169,580 | |
| 5 | AEP |
American Electric Power Co Inc
|
7,002 | $957,943 | |
| 6 | D |
Dominion Energy, Inc
|
12,732 | $869,468 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
4,724 | $551,621 | |
| 8 | EVRG |
Evergy, Inc.
|
6,285 | $543,212 |
All Filings in DUK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,323,140 | 10,453 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $992,656 | 7,581 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $897,828 | 7,660 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,714,432 | 13,854 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,969,774 | 16,693 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $882,818 | 7,238 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $298,870 | 2,774 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $234,520 | 2,034 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,428,472 | 24,229 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,093,384 | 21,646 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||