Position in DUK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,590,097
-$149,048 QoQ
Shares Held
12,562
-5.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#905
of 2,446 holders
Holding Since
Mar 2020
25 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, 2026Focus Financial Network, Inc. holds $12,768,756 across 8 Utilities - Regulated Electric names. DUK ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
76,389 | $6,134,036 | |
| 2 | SO |
Southern Co
|
18,206 | $1,742,496 | |
| 3 | DUK |
Duke Energy CORP
This page
|
12,562 | $1,590,097 | |
| 4 | NEE |
Nextera Energy Inc
|
12,629 | $1,108,447 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
6,287 | $734,132 | |
| 6 | AEP |
American Electric Power Co Inc
|
4,725 | $646,427 | |
| 7 | ETR |
Entergy Corp /De/
|
5,128 | $589,002 | |
| 8 | CNP |
Centerpoint Energy Inc
|
5,089 | $224,119 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,590,097 | 12,562 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,739,145 | 13,282 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,574,364 | 13,432 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,635,603 | 13,217 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,542,142 | 13,069 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,467,299 | 12,030 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,311,411 | 12,172 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,400,549 | 12,147 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,233,129 | 12,303 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,197,850 | 12,386 | Shares | Sole | 2024-04-24 | |
| 2023-09-30 | $1,073,506 | 12,163 | Shares | Sole | 2024-07-23 | |
| 2023-06-30 | $957,974 | 10,675 | Shares | Sole | 2024-07-23 | |
| 2023-03-31 | $1,092,233 | 11,322 | Shares | Sole | 2024-07-23 | |
| 2022-12-31 | $1,138,245 | 11,052 | Shares | Sole | 2024-07-24 | |
| 2022-09-30 | $977,640 | 10,510 | Shares | Sole | 2024-07-24 | |
| 2022-06-30 | $1,109,516 | 10,349 | Shares | Sole | 2024-07-24 | |
| 2022-03-31 | $1,125,309 | 10,078 | Shares | Sole | 2024-07-24 | |
| 2021-12-31 | $2,877,826 | 27,434 | Shares | Sole | 2024-07-24 | |
| 2021-09-30 | $2,552,466 | 26,155 | Shares | Sole | 2024-07-24 | |
| 2021-06-30 | $2,590,017 | 26,236 | Shares | Sole | 2024-07-24 | |
| 2021-03-31 | $2,547,137 | 26,387 | Shares | Sole | 2024-07-24 | |
| 2020-12-31 | $993,975 | 10,856 | Shares | Sole | 2024-07-24 | |
| 2020-09-30 | $988,683 | 11,164 | Shares | Sole | 2024-07-24 | |
| 2020-06-30 | $904,514 | 11,322 | Shares | Sole | 2024-07-24 | |
| 2020-03-31 | $830,556 | 10,269 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||