Envestnet Portfolio Solutions, Inc.

Position in DUK — Duke Energy CORP

CIK 1998033 BERWYN, PA

Position in DUK

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$25,659,538

-$1,895,213 QoQ

Shares Held

202,714

-3.7% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#207

of 2,440 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $112,914,770 across 24 Utilities - Regulated Electric names. DUK ranks #1 (22.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	202,714	$25,659,538
2	FE	Firstenergy Corp	358,788	$17,056,781
3	EVRG	Evergy, Inc.	182,423	$15,766,819
4	EXC	Exelon Corp	308,405	$14,377,841
5	NEE	Nextera Energy Inc	129,364	$11,354,278
6	SO	Southern Co	60,081	$5,750,352
7	WEC	Wec Energy Group, Inc.	36,702	$4,285,692
8	AEP	American Electric Power Co Inc	20,742	$2,837,713

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,659,538	202,714	-3.7%	Shares	Sole	2026-07-20
2026-03-31	$27,554,751	210,438	+42.4%	Shares	Sole	2026-04-29
2025-12-31	$17,319,184	147,762	+13.8%	Shares	Sole	2026-02-06
2025-09-30	$16,072,526	129,879	-5.3%	Shares	Sole	2025-10-30
2025-06-30	$16,178,980	137,110	-17.3%	Shares	Sole	2025-07-25
2025-03-31	$20,229,700	165,858	-13.9%	Shares	Sole	2025-04-21
2024-12-31	$20,752,555	192,617	+12.6%	Shares	Sole	2025-02-10
2024-09-30	$19,719,759	171,030	-4.5%	Shares	Sole	2024-10-31
2024-06-30	$17,941,370	179,002	+0.1%	Shares	Sole	2024-07-16
2024-03-31	$17,290,684	178,789	+0.1%	Shares	Sole	2024-05-06
2023-12-31	$17,325,909	178,544	+5.6%	Shares	Sole	2024-02-07
2023-09-30	$14,922,206	169,071	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.