Position in DUK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$553,281
+$46,151 QoQ
Shares Held
4,371
+12.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,414
of 2,446 holders
Holding Since
Mar 2024
10 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, 2026Quotient Wealth Partners, LLC holds $5,807,880 across 8 Utilities - Regulated Electric names. DUK ranks #3 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
27,768 | $2,229,770 | |
| 2 | NEE |
Nextera Energy Inc
|
10,798 | $947,740 | |
| 3 | DUK |
Duke Energy CORP
This page
|
4,371 | $553,281 | |
| 4 | ED |
Consolidated Edison Inc
|
4,281 | $473,607 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,348 | $458,039 | |
| 6 | D |
Dominion Energy, Inc
|
6,518 | $445,114 | |
| 7 | SO |
Southern Co
|
4,455 | $426,388 | |
| 8 | ETR |
Entergy Corp /De/
|
2,385 | $273,941 |
All Filings in DUK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $553,281 | 4,371 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $507,130 | 3,873 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $476,575 | 4,066 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $474,086 | 3,831 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $412,410 | 3,495 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $404,574 | 3,317 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $333,563 | 3,096 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $326,299 | 2,830 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $281,846 | 2,812 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $238,680 | 2,468 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||