Position in DUK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$390,879
-$22,236 QoQ
Shares Held
3,088
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,638
of 2,446 holders
Holding Since
Mar 2020
26 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, 2026WEST PACES ADVISORS INC. holds $6,198,844 across 19 Utilities - Regulated Electric names. DUK ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
33,477 | $3,204,083 | |
| 2 | NEE |
Nextera Energy Inc
|
15,410 | $1,352,535 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
4,569 | $533,522 | |
| 4 | PPL |
PPL Corp
|
13,276 | $482,582 | |
| 5 | DUK |
Duke Energy CORP
This page
|
3,088 | $390,879 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
1,320 | $107,131 | |
| 7 | AEP |
American Electric Power Co Inc
|
371 | $50,756 | |
| 8 | D |
Dominion Energy, Inc
|
276 | $18,848 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,879 | 3,088 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $413,115 | 3,155 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $369,797 | 3,155 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $384,243 | 3,105 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $370,402 | 3,139 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $383,473 | 3,144 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $390,988 | 3,629 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $426,494 | 3,699 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $205,371 | 2,049 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $249,898 | 2,584 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $347,306 | 3,579 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $315,882 | 3,579 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $383,010 | 4,268 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $422,828 | 4,383 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $452,435 | 4,393 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $408,636 | 4,393 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $472,581 | 4,408 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $258,827 | 2,318 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $302,321 | 2,882 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $355,910 | 3,647 | Shares | Sole | 2023-12-20 | |
| 2021-06-30 | $240,778 | 2,439 | Shares | Sole | 2023-12-20 | |
| 2021-03-31 | $211,400 | 2,190 | Shares | Sole | 2023-12-20 | |
| 2020-12-31 | $115,090 | 1,257 | Shares | Sole | 2023-12-20 | |
| 2020-09-30 | $111,319 | 1,257 | Shares | Sole | 2023-12-20 | |
| 2020-06-30 | $101,699 | 1,273 | Shares | Sole | 2023-12-20 | |
| 2020-03-31 | $106,033 | 1,311 | Shares | Sole | 2023-12-21 | |
| No filing history on record for this holder in this stock. | ||||||