Position in DUK
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$236,831
New position
Shares Held
1,871
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,983
of 2,446 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Bullock Wealth Management Group holds $2,700,464 across 11 Utilities - Regulated Electric names. DUK ranks #6 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
4,146 | $484,128 | |
| 2 | NEE |
Nextera Energy Inc
|
5,435 | $477,029 | |
| 3 | SO |
Southern Co
|
4,437 | $424,665 | |
| 4 | D |
Dominion Energy, Inc
|
5,663 | $386,726 | |
| 5 | ED |
Consolidated Edison Inc
|
2,393 | $264,737 | |
| 6 | DUK |
Duke Energy CORP
This page
|
1,871 | $236,831 | |
| 7 | EIX |
Edison International
|
2,129 | $158,504 | |
| 8 | EVRG |
Evergy, Inc.
|
907 | $78,392 |
All Filings in DUK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,831 | 1,871 | Shares | Sole | 2026-08-19 | |
| No filing history on record for this holder in this stock. | ||||||