Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,608,904
+$65,941 QoQ
Shares Held
36,411
+4.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#543
of 2,446 holders
Holding Since
Dec 2022
15 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, 2026FourThought Financial Partners, LLC holds $30,481,905 across 8 Utilities - Regulated Electric names. DUK ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
265,529 | $23,305,480 | |
| 2 | DUK |
Duke Energy CORP
This page
|
36,411 | $4,608,904 | |
| 3 | SO |
Southern Co
|
7,504 | $718,207 | |
| 4 | D |
Dominion Energy, Inc
|
7,961 | $543,656 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,563 | $487,454 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
4,793 | $388,999 | |
| 7 | LNT |
Alliant Energy Corp
|
2,947 | $224,826 | |
| 8 | ES |
Eversource Energy
|
2,828 | $204,379 |
All Filings in DUK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,608,904 | 36,411 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,542,963 | 34,695 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,922,901 | 33,469 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,168,766 | 33,687 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,687,382 | 31,249 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,454,434 | 28,322 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,638,121 | 24,486 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,457,734 | 21,316 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,124,174 | 21,193 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,977,622 | 20,449 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,972,046 | 20,322 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,776,762 | 20,131 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,729,110 | 19,268 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,837,464 | 19,047 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,668,026 | 16,196 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||