Position in DUK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,777,526
+$618,730 QoQ
Shares Held
29,843
+23.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#601
of 2,446 holders
Holding Since
Mar 2020
26 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $7,128,978 across 25 Utilities - Regulated Electric names. DUK ranks #1 (53.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
29,843 | $3,777,526 | |
| 2 | NEE |
Nextera Energy Inc
|
10,983 | $963,977 | |
| 3 | ES |
Eversource Energy
|
8,852 | $639,734 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,361 | $596,628 | |
| 5 | ED |
Consolidated Edison Inc
|
3,268 | $361,538 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
1,643 | $191,853 | |
| 7 | SO |
Southern Co
|
1,685 | $161,271 | |
| 8 | FTS |
Fortis Inc.
|
2,369 | $135,577 |
All Filings in DUK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,777,526 | 29,843 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,158,796 | 24,124 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,792,059 | 23,821 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,843,527 | 22,978 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,587,858 | 21,931 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,742,861 | 22,488 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,420,379 | 22,465 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,581,567 | 22,390 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,298,875 | 22,936 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,229,358 | 23,052 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,213,870 | 22,814 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,012,239 | 22,799 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,056,751 | 22,919 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,538,608 | 26,315 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,382,022 | 13,419 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,171,121 | 12,590 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,195,177 | 11,148 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,274,263 | 11,412 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $1,128,619 | 10,759 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,023,621 | 10,489 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $846,030 | 8,570 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $753,223 | 7,803 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $643,666 | 7,030 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $619,654 | 6,997 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $542,373 | 6,789 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $608,298 | 7,521 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||