Position in DUK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$10,974,486
-$21,593 QoQ
Shares Held
86,700
+3.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#313
of 2,446 holders
Holding Since
Dec 2022
15 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, 2026Cyndeo Wealth Partners, LLC holds $46,905,295 across 6 Utilities - Regulated Electric names. DUK ranks #4 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
135,898 | $11,927,767 | |
| 2 | AEP |
American Electric Power Co Inc
|
86,134 | $11,783,992 | |
| 3 | DTE |
Dte Energy Co
|
73,387 | $11,181,977 | |
| 4 | DUK |
Duke Energy CORP
This page
|
86,700 | $10,974,486 | |
| 5 | SO |
Southern Co
|
8,254 | $789,990 | |
| 6 | XEL |
Xcel Energy Inc
|
3,077 | $247,083 |
All Filings in DUK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,974,486 | 86,700 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $10,996,079 | 83,978 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $7,286,242 | 62,164 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $759,948 | 6,141 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $653,012 | 5,534 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $623,266 | 5,110 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $577,270 | 5,358 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $615,356 | 5,337 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $354,313 | 3,535 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $342,933 | 3,546 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $324,404 | 3,343 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $294,788 | 3,340 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $230,272 | 2,566 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $258,250 | 2,677 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $412,886 | 4,009 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||