Position in DUK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$568,723
-$270,864 QoQ
Shares Held
4,493
-29.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,402
of 2,446 holders
Holding Since
Mar 2020
23 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, 2026CALTON & ASSOCIATES, INC. holds $6,539,495 across 11 Utilities - Regulated Electric names. DUK ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
12,252 | $1,676,196 | |
| 2 | ED |
Consolidated Edison Inc
|
8,536 | $944,337 | |
| 3 | XEL |
Xcel Energy Inc
|
8,838 | $709,691 | |
| 4 | SO |
Southern Co
|
5,972 | $571,580 | |
| 5 | DUK |
Duke Energy CORP
This page
|
4,493 | $568,723 | |
| 6 | NEE |
Nextera Energy Inc
|
5,848 | $513,278 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
5,971 | $484,606 | |
| 8 | ETR |
Entergy Corp /De/
|
3,321 | $381,450 |
All Filings in DUK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $568,723 | 4,493 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $839,587 | 6,412 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $750,730 | 6,405 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $754,380 | 6,096 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $689,474 | 5,843 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $554,475 | 4,546 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $276,950 | 2,402 | Shares | Sole | 2024-10-21 | |
| 2023-12-31 | $242,697 | 2,501 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $240,331 | 2,723 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $205,055 | 2,285 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $297,706 | 3,086 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $400,425 | 3,888 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $310,407 | 3,337 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $368,695 | 3,439 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $494,207 | 4,426 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $441,314 | 4,207 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $492,634 | 5,048 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $593,109 | 6,008 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $559,391 | 5,795 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $539,929 | 5,897 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $534,105 | 6,031 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $475,904 | 5,957 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $516,257 | 6,383 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||