Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,072,241
-$91,935 QoQ
Shares Held
16,371
-0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#801
of 2,440 holders
Holding Since
Mar 2020
26 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, 2026SMITH, MOORE & CO. holds $11,148,048 across 12 Utilities - Regulated Electric names. DUK ranks #1 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
16,371 | $2,072,241 | |
| 2 | AEE |
Ameren Corp
|
16,709 | $1,888,785 | |
| 3 | SO |
Southern Co
|
17,667 | $1,690,908 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,687 | $1,051,658 | |
| 5 | NEE |
Nextera Energy Inc
|
10,367 | $909,911 | |
| 6 | ETR |
Entergy Corp /De/
|
7,083 | $813,553 | |
| 7 | EVRG |
Evergy, Inc.
|
8,774 | $758,336 | |
| 8 | D |
Dominion Energy, Inc
|
9,875 | $674,363 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,072,241 | 16,371 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,164,176 | 16,528 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,011,206 | 17,159 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,211,907 | 17,874 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,088,128 | 17,696 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,263,153 | 18,555 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,050,830 | 19,035 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,130,859 | 18,481 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,872,597 | 18,683 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,811,378 | 18,730 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,794,560 | 18,493 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,678,440 | 19,017 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,696,355 | 18,903 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,723,918 | 17,870 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,816,743 | 17,640 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,601,060 | 17,212 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,783,223 | 16,633 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,780,977 | 15,950 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,699,589 | 16,202 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,615,700 | 16,556 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,596,203 | 16,169 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,698,252 | 17,593 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,516,325 | 16,561 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,703,185 | 19,232 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,567,122 | 19,616 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,245,471 | 15,399 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||