Position in DUK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$670,874
+$73,788 QoQ
Shares Held
5,300
+16.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,311
of 2,446 holders
Holding Since
Dec 2022
14 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, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $10,746,673 across 7 Utilities - Regulated Electric names. DUK ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
35,582 | $3,405,553 | |
| 2 | NEE |
Nextera Energy Inc
|
25,742 | $2,259,375 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
13,645 | $1,593,326 | |
| 4 | AEE |
Ameren Corp
|
13,682 | $1,546,613 | |
| 5 | XEL |
Xcel Energy Inc
|
10,895 | $874,868 | |
| 6 | DUK |
Duke Energy CORP
This page
|
5,300 | $670,874 | |
| 7 | AEP |
American Electric Power Co Inc
|
2,895 | $396,064 |
All Filings in DUK
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $670,874 | 5,300 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $597,086 | 4,560 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $425,706 | 3,632 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $449,707 | 3,634 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $387,276 | 3,282 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $426,529 | 3,497 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $354,464 | 3,290 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $391,212 | 3,393 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $295,778 | 2,951 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $280,265 | 2,898 | Shares | Sole | 2024-06-13 | |
| 2023-09-30 | $255,954 | 2,900 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $259,707 | 2,894 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $279,666 | 2,899 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $298,053 | 2,894 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||