Position in DUK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$332,778
-$9,237 QoQ
Shares Held
2,629
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,754
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, 2026Sandro Wealth Management LLC holds $4,312,199 across 8 Utilities - Regulated Electric names. DUK ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
21,795 | $1,912,947 | |
| 2 | AEP |
American Electric Power Co Inc
|
3,361 | $459,818 | |
| 3 | ETR |
Entergy Corp /De/
|
3,428 | $393,740 | |
| 4 | FE |
Firstenergy Corp
|
7,518 | $357,405 | |
| 5 | DUK |
Duke Energy CORP
This page
|
2,629 | $332,778 | |
| 6 | ES |
Eversource Energy
|
4,297 | $310,544 | |
| 7 | DTE |
Dte Energy Co
|
2,037 | $310,377 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
2,009 | $234,590 |
All Filings in DUK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,778 | 2,629 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $342,015 | 2,612 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $274,740 | 2,344 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||