Position in DUK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$10,379
-$9,392 QoQ
Shares Held
82
-45.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,383
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, 2026TOTH FINANCIAL ADVISORY CORP holds $11,866,312 across 12 Utilities - Regulated Electric names. DUK ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
164,586 | $11,239,577 | |
| 2 | SO |
Southern Co
|
1,397 | $133,706 | |
| 3 | ETR |
Entergy Corp /De/
|
1,078 | $123,819 | |
| 4 | XEL |
Xcel Energy Inc
|
1,176 | $94,432 | |
| 5 | EIX |
Edison International
|
1,040 | $77,428 | |
| 6 | DTE |
Dte Energy Co
|
489 | $74,508 | |
| 7 | NEE |
Nextera Energy Inc
|
598 | $52,486 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
560 | $45,449 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,379 | 82 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $19,771 | 151 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $41,140 | 351 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $42,941 | 347 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $40,828 | 346 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $42,201 | 346 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $28,335 | 263 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $30,323 | 263 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $26,260 | 262 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $113,924 | 1,178 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $113,245 | 1,167 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $102,116 | 1,157 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $102,931 | 1,147 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $109,686 | 1,137 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $135,637 | 1,317 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $125,390 | 1,348 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $139,265 | 1,299 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $144,041 | 1,290 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $134,481 | 1,282 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $124,329 | 1,274 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $124,880 | 1,265 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $121,338 | 1,257 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $140,361 | 1,533 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $134,699 | 1,521 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $120,474 | 1,508 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $128,841 | 1,593 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||