Position in DUK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,754,398
+$103,245 QoQ
Shares Held
13,860
+9.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#868
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, 2026AGP FRANKLIN, LLC holds $9,783,248 across 8 Utilities - Regulated Electric names. DUK ranks #1 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
13,860 | $1,754,398 | |
| 2 | SO |
Southern Co
|
16,919 | $1,619,317 | |
| 3 | D |
Dominion Energy, Inc
|
23,357 | $1,595,049 | |
| 4 | IDA |
Idacorp Inc
|
9,975 | $1,509,217 | |
| 5 | NEE |
Nextera Energy Inc
|
16,123 | $1,415,115 | |
| 6 | AEP |
American Electric Power Co Inc
|
9,848 | $1,347,304 | |
| 7 | DTE |
Dte Energy Co
|
2,145 | $326,833 | |
| 8 | ES |
Eversource Energy
|
2,989 | $216,015 |
All Filings in DUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,754,398 | 13,860 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,651,153 | 12,610 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,846,291 | 15,752 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,921,590 | 15,528 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,748,406 | 14,817 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,654,645 | 13,566 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,112,846 | 10,329 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||