Position in DUK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$7,506,194
-$86,623 QoQ
Shares Held
59,300
+2.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#383
of 2,446 holders
Holding Since
Dec 2020
21 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, 2026MONEY CONCEPTS CAPITAL CORP holds $30,015,253 across 12 Utilities - Regulated Electric names. DUK ranks #1 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
59,300 | $7,506,194 | |
| 2 | SO |
Southern Co
|
65,863 | $6,303,747 | |
| 3 | ED |
Consolidated Edison Inc
|
35,807 | $3,961,328 | |
| 4 | LNT |
Alliant Energy Corp
|
40,487 | $3,088,753 | |
| 5 | AEP |
American Electric Power Co Inc
|
17,336 | $2,371,738 | |
| 6 | NEE |
Nextera Energy Inc
|
21,819 | $1,915,053 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
15,764 | $1,840,762 | |
| 8 | ETR |
Entergy Corp /De/
|
10,058 | $1,155,261 |
All Filings in DUK
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,506,194 | 59,300 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $7,592,817 | 57,987 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,530,120 | 55,713 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,506,775 | 52,580 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,179,896 | 52,372 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,261,086 | 51,333 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $5,215,262 | 48,406 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $5,513,876 | 47,822 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $4,853,136 | 48,420 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,675,638 | 48,347 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $4,681,694 | 48,245 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,276,461 | 48,453 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $4,197,857 | 46,778 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $26,310,166 | 272,729 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $29,520,950 | 286,639 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $22,303,777 | 239,774 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $4,698,156 | 43,822 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $6,737,452 | 60,339 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,549,932 | 43,374 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $3,998,079 | 41,418 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,563,789 | 38,923 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||