Position in DUK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,113,307
+$9,408 QoQ
Shares Held
48,296
+3.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#449
of 2,440 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, 2026Clearstead Advisors, LLC holds $33,390,438 across 33 Utilities - Regulated Electric names. DUK ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
108,035 | $9,482,231 | |
| 2 | DUK |
Duke Energy CORP
This page
|
48,296 | $6,113,307 | |
| 3 | SO |
Southern Co
|
51,598 | $4,938,444 | |
| 4 | D |
Dominion Energy, Inc
|
36,707 | $2,506,721 | |
| 5 | AEP |
American Electric Power Co Inc
|
14,735 | $2,015,895 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
10,459 | $1,221,297 | |
| 7 | XEL |
Xcel Energy Inc
|
14,371 | $1,153,991 | |
| 8 | ED |
Consolidated Edison Inc
|
9,660 | $1,068,685 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,113,307 | 48,296 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,103,899 | 46,616 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,322,388 | 45,409 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,451,953 | 52,137 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,101,898 | 51,711 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,204,004 | 50,865 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,587,784 | 42,582 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,898,520 | 42,485 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,163,353 | 41,538 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $270,981 | 2,802 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $283,939 | 2,926 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $277,048 | 3,139 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $265,181 | 2,955 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $268,958 | 2,788 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $325,345 | 3,159 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $291,431 | 3,133 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $349,397 | 3,259 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $327,945 | 2,937 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $282,915 | 2,697 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $212,160 | 2,174 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $201,290 | 2,039 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $213,234 | 2,209 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $195,938 | 2,140 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $166,758 | 1,883 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $63,113 | 790 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $63,895 | 790 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||