Position in DUK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,159,725
-$625,641 QoQ
Shares Held
9,162
-32.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,045
of 2,440 holders
Holding Since
Dec 2022
9 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, 2026Gateway Wealth Partners, LLC holds $7,552,374 across 11 Utilities - Regulated Electric names. DUK ranks #2 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
19,206 | $1,838,206 | |
| 2 | DUK |
Duke Energy CORP
This page
|
9,162 | $1,159,725 | |
| 3 | NEE |
Nextera Energy Inc
|
8,697 | $763,335 | |
| 4 | AEP |
American Electric Power Co Inc
|
5,027 | $687,743 | |
| 5 | AEE |
Ameren Corp
|
5,224 | $590,520 | |
| 6 | ED |
Consolidated Edison Inc
|
5,293 | $585,564 | |
| 7 | EIX |
Edison International
|
7,017 | $522,415 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
3,993 | $466,262 |
All Filings in DUK
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,159,725 | 9,162 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,785,366 | 13,635 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $393,708 | 3,359 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $294,277 | 2,378 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $273,288 | 2,316 | Shares | Sole | 2025-08-13 | |
| 2023-09-30 | $490,196 | 5,554 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $498,595 | 5,556 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $480,324 | 4,979 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $504,651 | 4,900 | Shares | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||