Position in DUK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$15,949
-$3,168 QoQ
Shares Held
126
-13.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,353
of 2,446 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Wilkerson Advisory Group LLC holds $620,520 across 15 Utilities - Regulated Electric names. DUK ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
2,190 | $247,557 | |
| 2 | NEE |
Nextera Energy Inc
|
2,310 | $202,748 | |
| 3 | D |
Dominion Energy, Inc
|
397 | $27,111 | |
| 4 | EXC |
Exelon Corp
|
468 | $21,818 | |
| 5 | ETR |
Entergy Corp /De/
|
173 | $19,870 | |
| 6 | SO |
Southern Co
|
179 | $17,132 | |
| 7 | DUK |
Duke Energy CORP
This page
|
126 | $15,949 | |
| 8 | AEP |
American Electric Power Co Inc
|
112 | $15,322 |
All Filings in DUK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,949 | 126 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $19,117 | 146 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $10,080 | 86 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||