Position in DUK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,506,934
+$45,513 QoQ
Shares Held
11,905
+6.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#939
of 2,446 holders
Holding Since
Mar 2024
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 Jun 30, 2026RETIREMENT GUYS FORMULA LLC holds $9,270,865 across 6 Utilities - Regulated Electric names. DUK ranks #4 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
11,696 | $1,782,119 | |
| 2 | AEP |
American Electric Power Co Inc
|
11,276 | $1,542,669 | |
| 3 | SO |
Southern Co
|
15,947 | $1,526,287 | |
| 4 | DUK |
Duke Energy CORP
This page
|
11,905 | $1,506,934 | |
| 5 | NEE |
Nextera Energy Inc
|
16,756 | $1,470,674 | |
| 6 | ETR |
Entergy Corp /De/
|
12,556 | $1,442,182 |
All Filings in DUK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,506,934 | 11,905 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,461,421 | 11,161 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,191,205 | 10,163 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,261,383 | 10,193 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,160,412 | 9,834 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,104,804 | 9,058 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $839,725 | 7,794 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $813,210 | 7,053 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $669,736 | 6,682 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $665,654 | 6,883 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||