Position in DUK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$271,767
-$64 QoQ
Shares Held
2,147
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,891
of 2,446 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Meramec Financial Planners, LLC holds $1,799,687 across 13 Utilities - Regulated Electric names. DUK ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
4,711 | $532,531 | |
| 2 | DUK |
Duke Energy CORP
This page
|
2,147 | $271,767 | |
| 3 | NEE |
Nextera Energy Inc
|
2,553 | $224,076 | |
| 4 | ETR |
Entergy Corp /De/
|
1,600 | $183,776 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,390 | $162,310 | |
| 6 | SO |
Southern Co
|
1,333 | $127,581 | |
| 7 | ED |
Consolidated Edison Inc
|
1,136 | $125,675 | |
| 8 | PPL |
PPL Corp
|
2,240 | $81,424 |
All Filings in DUK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,767 | 2,147 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $271,831 | 2,076 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $242,859 | 2,072 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||