Position in DUK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,463,897
-$31,306 QoQ
Shares Held
11,565
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#954
of 2,440 holders
Holding Since
Mar 2021
22 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $9,350,839 across 15 Utilities - Regulated Electric names. DUK ranks #2 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
31,478 | $2,762,824 | |
| 2 | DUK |
Duke Energy CORP
This page
|
11,565 | $1,463,897 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,867 | $802,664 | |
| 4 | EXC |
Exelon Corp
|
13,283 | $619,253 | |
| 5 | SO |
Southern Co
|
6,125 | $586,223 | |
| 6 | ED |
Consolidated Edison Inc
|
4,938 | $546,290 | |
| 7 | AEE |
Ameren Corp
|
3,418 | $386,370 | |
| 8 | DTE |
Dte Energy Co
|
2,494 | $380,010 |
All Filings in DUK
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,463,897 | 11,565 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,495,203 | 11,419 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,318,378 | 11,248 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,410,255 | 11,396 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,327,736 | 11,252 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,357,648 | 11,131 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $788,118 | 7,315 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $839,614 | 7,282 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $715,040 | 7,134 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $732,674 | 7,576 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $730,517 | 7,528 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $677,483 | 7,676 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $672,332 | 7,492 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $651,944 | 6,758 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $678,910 | 6,592 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $656,256 | 7,055 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $559,421 | 5,218 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $564,441 | 5,055 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $532,682 | 5,078 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $291,598 | 2,988 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $274,046 | 2,776 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $247,889 | 2,568 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||