Ritter Daniher Financial Advisory LLC / DE
Position in DUK — Duke Energy CORP
CIK 1936603
CINCINNATI, OH
Position in DUK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$391,385
-$23,956 QoQ
Shares Held
3,092
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,637
of 2,446 holders
Holding Since
Jun 2022
17 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, 2026Ritter Daniher Financial Advisory LLC / DE holds $1,970,447 across 12 Utilities - Regulated Electric names. DUK ranks #2 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,273 | $1,164,971 | |
| 2 | DUK |
Duke Energy CORP
This page
|
3,092 | $391,385 | |
| 3 | SO |
Southern Co
|
1,450 | $138,779 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,005 | $137,494 | |
| 5 | PPL |
PPL Corp
|
1,081 | $39,294 | |
| 6 | ED |
Consolidated Edison Inc
|
250 | $27,657 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
119 | $13,895 | |
| 8 | XEL |
Xcel Energy Inc
|
162 | $13,008 |
All Filings in DUK
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,385 | 3,092 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $415,341 | 3,172 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $370,969 | 3,165 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $302,940 | 2,448 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $288,628 | 2,446 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $326,391 | 2,676 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $288,096 | 2,674 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $308,081 | 2,672 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $267,513 | 2,669 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $257,925 | 2,667 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $258,514 | 2,664 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $234,948 | 2,662 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $238,618 | 2,659 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $256,224 | 2,656 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $244,086 | 2,370 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $238,782 | 2,567 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $274,993 | 2,565 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||