Position in DUK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,642,972
+$105,759 QoQ
Shares Held
28,780
+6.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#611
of 2,440 holders
Holding Since
Dec 2024
7 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, 2026Apollon Financial, LLC holds $14,024,443 across 7 Utilities - Regulated Electric names. DUK ranks #2 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
48,690 | $4,660,119 | |
| 2 | DUK |
Duke Energy CORP
This page
|
28,780 | $3,642,972 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
20,113 | $2,348,595 | |
| 4 | AEP |
American Electric Power Co Inc
|
16,731 | $2,288,968 | |
| 5 | EVRG |
Evergy, Inc.
|
5,442 | $470,352 | |
| 6 | NEE |
Nextera Energy Inc
|
3,799 | $333,438 | |
| 7 | EXC |
Exelon Corp
|
6,006 | $279,999 |
All Filings in DUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,642,972 | 28,780 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,537,213 | 27,014 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,090,241 | 26,365 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,159,337 | 25,530 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,985,872 | 25,304 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,032,418 | 24,862 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,732,286 | 25,360 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||