Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$178,065,528
+$148,708 QoQ
Shares Held
1,406,743
+3.5% QoQ
Ownership
0.180%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#59
of 2,446 holders
Holding Since
Mar 2023
14 quarters on record
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Empower Advisory Group, LLC holds $1,131,698,777 across 14 Utilities - Regulated Electric names. DUK ranks #2 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,148,375 | $188,562,873 | |
| 2 | DUK |
Duke Energy CORP
This page
|
1,406,743 | $178,065,528 | |
| 3 | SO |
Southern Co
|
1,634,931 | $156,479,246 | |
| 4 | AEP |
American Electric Power Co Inc
|
883,476 | $120,868,351 | |
| 5 | PPL |
PPL Corp
|
2,727,832 | $99,156,693 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
901,686 | $96,480,402 | |
| 7 | ES |
Eversource Energy
|
1,301,909 | $94,088,963 | |
| 8 | EVRG |
Evergy, Inc.
|
1,082,040 | $93,520,717 |
All Filings in DUK
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178,065,528 | 1,406,743 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $177,916,820 | 1,358,766 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $151,809,219 | 1,295,190 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $158,948,955 | 1,284,436 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $148,030,528 | 1,254,496 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $145,902,221 | 1,196,214 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $124,850,728 | 1,158,815 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $129,699,701 | 1,124,889 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $110,709,547 | 1,104,555 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $105,395,718 | 1,089,812 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $98,719,471 | 1,017,307 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $91,215,297 | 1,033,484 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $89,449,601 | 996,764 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $93,607,735 | 970,330 | Shares | Sole | 2023-05-25 | |
| No filing history on record for this holder in this stock. | ||||||