Position in DUK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,702,700
+$42,022 QoQ
Shares Held
37,152
+4.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#535
of 2,446 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $26,132,208 across 24 Utilities - Regulated Electric names. DUK ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
52,506 | $5,025,349 | |
| 2 | DUK |
Duke Energy CORP
This page
|
37,152 | $4,702,700 | |
| 3 | NEE |
Nextera Energy Inc
|
47,041 | $4,128,788 | |
| 4 | ETR |
Entergy Corp /De/
|
15,959 | $1,833,050 | |
| 5 | AEP |
American Electric Power Co Inc
|
12,157 | $1,663,199 | |
| 6 | D |
Dominion Energy, Inc
|
15,853 | $1,082,601 | |
| 7 | ED |
Consolidated Edison Inc
|
7,848 | $868,224 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
6,868 | $801,976 |
All Filings in DUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,702,700 | 37,152 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,660,678 | 35,594 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,072,930 | 34,749 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $4,337,932 | 35,054 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,959,726 | 33,557 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,724,231 | 30,534 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,635,859 | 24,465 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||