Position in DUK
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,492,061
+$1,003,296 QoQ
Shares Held
11,395
+173.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $18,328,077 across 15 Utilities - Regulated Electric names. DUK ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
74,438 | $6,913,801 | |
| 2 | KEP |
Korea Electric Power Corp
|
146,191 | $2,083,221 | |
| 3 | DUK |
Duke Energy CORP
This page
|
11,395 | $1,492,061 | |
| 4 | D |
Dominion Energy, Inc
|
22,121 | $1,367,520 | |
| 5 | SO |
Southern Co
|
13,678 | $1,320,200 | |
| 6 | PCG |
PG&E Corp
|
56,392 | $990,807 | |
| 7 | AEP |
American Electric Power Co Inc
|
5,898 | $773,109 | |
| 8 | EIX |
Edison International
|
10,290 | $753,022 |
All Filings in DUK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,492,061 | 11,395 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $488,765 | 4,170 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $506,756 | 4,095 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $494,774 | 4,193 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $556,061 | 4,559 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $545,595 | 5,064 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $571,657 | 4,958 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $473,486 | 4,724 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||