Position in DUK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$6,306,721
-$20,692 QoQ
Shares Held
49,824
+3.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#440
of 2,446 holders
Holding Since
Dec 2023
11 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, 2026Quadcap Wealth Management, LLC holds $17,563,822 across 10 Utilities - Regulated Electric names. DUK ranks #1 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
49,824 | $6,306,721 | |
| 2 | ETR |
Entergy Corp /De/
|
51,610 | $5,927,924 | |
| 3 | NEE |
Nextera Energy Inc
|
21,648 | $1,900,044 | |
| 4 | PPL |
PPL Corp
|
24,179 | $878,906 | |
| 5 | FE |
Firstenergy Corp
|
17,780 | $845,261 | |
| 6 | AEP |
American Electric Power Co Inc
|
5,531 | $756,696 | |
| 7 | ES |
Eversource Energy
|
4,024 | $290,814 | |
| 8 | PCG |
PG&E Corp
|
16,508 | $277,664 |
All Filings in DUK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,306,721 | 49,824 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $6,327,413 | 48,323 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,683,278 | 48,488 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,995,935 | 48,452 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,765,008 | 48,856 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,725,027 | 46,938 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,031,565 | 46,701 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,405,725 | 46,884 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,701,488 | 46,907 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,334,155 | 44,816 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,554,572 | 46,935 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||