Position in DUK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$704,037
-$37,869 QoQ
Shares Held
5,562
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,286
of 2,446 holders
Holding Since
Dec 2022
13 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 Jun 30, 2026SageView Advisory Group, LLC holds $8,340,129 across 14 Utilities - Regulated Electric names. DUK ranks #3 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
30,425 | $2,077,723 | |
| 2 | NEE |
Nextera Energy Inc
|
14,853 | $1,303,647 | |
| 3 | DUK |
Duke Energy CORP
This page
|
5,562 | $704,037 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,388 | $600,322 | |
| 5 | EXC |
Exelon Corp
|
12,168 | $567,272 | |
| 6 | EIX |
Edison International
|
6,461 | $481,021 | |
| 7 | XEL |
Xcel Energy Inc
|
5,852 | $469,915 | |
| 8 | SO |
Southern Co
|
4,814 | $460,747 |
All Filings in DUK
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $704,037 | 5,562 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $741,906 | 5,666 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $2,250,314 | 19,199 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,472,896 | 19,983 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,025,066 | 8,687 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,062,236 | 8,709 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $1,015,018 | 9,421 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,046,232 | 9,074 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $1,247,075 | 12,895 | Shares | Sole | 2024-05-09 | |
| 2023-09-30 | $1,219,399 | 13,816 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $1,473,440 | 16,419 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $1,531,942 | 15,880 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $450,580 | 4,375 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||