Position in DUK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$133,415
-$3,810 QoQ
Shares Held
1,054
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,159
of 2,446 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Acumen Wealth Advisors, LLC holds $2,511,382 across 10 Utilities - Regulated Electric names. DUK ranks #2 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
24,912 | $2,186,526 | |
| 2 | DUK |
Duke Energy CORP
This page
|
1,054 | $133,415 | |
| 3 | LNT |
Alliant Energy Corp
|
1,350 | $102,991 | |
| 4 | ED |
Consolidated Edison Inc
|
328 | $36,286 | |
| 5 | AEP |
American Electric Power Co Inc
|
238 | $32,560 | |
| 6 | PPL |
PPL Corp
|
250 | $9,087 | |
| 7 | NGG |
National Grid PLC
|
49 | $4,060 | |
| 8 | TXNM |
Txnm Energy Inc
|
68 | $3,861 |
All Filings in DUK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,415 | 1,054 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $137,225 | 1,048 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $121,898 | 1,040 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||