Position in DUK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,407,913
-$290,880 QoQ
Shares Held
26,923
-4.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#633
of 2,446 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Convergence Financial, LLC holds $5,625,105 across 6 Utilities - Regulated Electric names. DUK ranks #1 (60.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
26,923 | $3,407,913 | |
| 2 | NEE |
Nextera Energy Inc
|
10,665 | $936,067 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,169 | $433,550 | |
| 4 | CNP |
Centerpoint Energy Inc
|
8,098 | $356,635 | |
| 5 | EIX |
Edison International
|
3,484 | $259,383 | |
| 6 | ETR |
Entergy Corp /De/
|
2,016 | $231,557 |
All Filings in DUK
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,407,913 | 26,923 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,698,793 | 28,248 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,696,145 | 14,471 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,680,648 | 13,581 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,565,152 | 13,264 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,561,825 | 12,805 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,229,313 | 11,410 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,244,548 | 10,794 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $927,728 | 9,256 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||