Position in DUK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$609,482
-$3,186 QoQ
Shares Held
4,815
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,356
of 2,446 holders
Holding Since
Dec 2020
23 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, 2026Southland Equity Partners LLC holds $4,152,142 across 8 Utilities - Regulated Electric names. DUK ranks #4 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
10,448 | $917,020 | |
| 2 | EIX |
Edison International
|
9,698 | $722,016 | |
| 3 | AEP |
American Electric Power Co Inc
|
4,869 | $666,127 | |
| 4 | DUK |
Duke Energy CORP
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|
4,815 | $609,482 | |
| 5 | SO |
Southern Co
|
4,293 | $410,883 | |
| 6 | ED |
Consolidated Edison Inc
|
3,255 | $360,100 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
2,359 | $252,413 | |
| 8 | PPL |
PPL Corp
|
5,890 | $214,101 |
All Filings in DUK
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $609,482 | 4,815 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $612,668 | 4,679 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $550,652 | 4,698 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $593,133 | 4,793 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $516,958 | 4,381 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $508,248 | 4,167 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $432,683 | 4,016 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $445,173 | 3,861 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $355,014 | 3,542 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $350,863 | 3,628 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $346,141 | 3,567 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $297,877 | 3,375 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $248,400 | 2,768 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $262,494 | 2,721 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $275,292 | 2,673 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $237,107 | 2,549 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $269,204 | 2,511 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $272,450 | 2,440 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $255,326 | 2,434 | Shares | Sole | 2024-01-02 | |
| 2021-09-30 | $237,534 | 2,434 | Shares | Sole | 2024-01-02 | |
| 2021-06-30 | $238,606 | 2,417 | Shares | Sole | 2024-01-02 | |
| 2021-03-31 | $228,583 | 2,368 | Shares | Sole | 2024-01-02 | |
| 2020-12-31 | $212,144 | 2,317 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||