Position in DUK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,480,769
+$2,672,118 QoQ
Shares Held
51,199
+76.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#432
of 2,440 holders
Holding Since
Mar 2020
26 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, 2026Ashton Thomas Private Wealth, LLC holds $33,646,243 across 16 Utilities - Regulated Electric names. DUK ranks #2 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
109,004 | $9,567,281 | |
| 2 | DUK |
Duke Energy CORP
This page
|
51,199 | $6,480,769 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
44,675 | $5,216,699 | |
| 4 | AEP |
American Electric Power Co Inc
|
37,178 | $5,086,322 | |
| 5 | SO |
Southern Co
|
21,848 | $2,091,072 | |
| 6 | XEL |
Xcel Energy Inc
|
19,237 | $1,544,731 | |
| 7 | LNT |
Alliant Energy Corp
|
7,173 | $547,228 | |
| 8 | AEE |
Ameren Corp
|
4,827 | $545,644 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,480,769 | 51,199 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,808,651 | 29,087 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,977,016 | 25,399 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,623,995 | 21,204 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,566,568 | 13,276 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $2,385,489 | 19,558 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,903,334 | 17,666 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,462,695 | 12,686 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,402,418 | 13,992 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,477,438 | 15,277 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,454,144 | 14,985 | Shares | Sole | 2024-04-22 | |
| 2023-09-30 | $1,371,030 | 15,534 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $1,316,755 | 14,673 | Shares | Sole | 2024-04-23 | |
| 2023-03-31 | $1,096,574 | 11,367 | Shares | Sole | 2024-04-23 | |
| 2022-12-31 | $993,235 | 9,644 | Shares | Sole | 2024-04-22 | |
| 2022-09-30 | $867,876 | 9,330 | Shares | Sole | 2024-04-22 | |
| 2022-06-30 | $994,265 | 9,274 | Shares | Sole | 2024-04-22 | |
| 2022-03-31 | $963,290 | 8,627 | Shares | Sole | 2024-04-22 | |
| 2021-12-31 | $843,920 | 8,045 | Shares | Sole | 2024-04-22 | |
| 2021-09-30 | $757,395 | 7,761 | Shares | Sole | 2024-04-22 | |
| 2021-06-30 | $754,813 | 7,646 | Shares | Sole | 2024-04-22 | |
| 2021-03-31 | $735,365 | 7,618 | Shares | Sole | 2024-04-22 | |
| 2020-12-31 | $721,035 | 7,875 | Shares | Sole | 2024-04-22 | |
| 2020-09-30 | $645,336 | 7,287 | Shares | Sole | 2024-04-22 | |
| 2020-06-30 | $506,902 | 6,345 | Shares | Sole | 2024-04-22 | |
| 2020-03-31 | $334,034 | 4,130 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||