Position in DUK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$258,602
-$6,289 QoQ
Shares Held
2,043
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,919
of 2,446 holders
Holding Since
Sep 2024
7 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, 2026Beaumont Financial Advisors, LLC holds $13,672,768 across 6 Utilities - Regulated Electric names. DUK ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
58,993 | $8,070,832 | |
| 2 | NEE |
Nextera Energy Inc
|
45,541 | $3,997,133 | |
| 3 | SO |
Southern Co
|
8,647 | $827,604 | |
| 4 | ES |
Eversource Energy
|
4,256 | $307,581 | |
| 5 | DUK |
Duke Energy CORP
This page
|
2,043 | $258,602 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
2,600 | $211,016 |
All Filings in DUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,602 | 2,043 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $264,891 | 2,023 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $231,724 | 1,977 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $227,328 | 1,837 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $220,188 | 1,866 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $229,913 | 1,885 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $200,506 | 1,739 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||