Position in DUK
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$599,609
-$27,986 QoQ
Shares Held
4,737
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,370
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, 2026CENTAURUS FINANCIAL, INC. holds $8,080,468 across 9 Utilities - Regulated Electric names. DUK ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
38,678 | $3,701,871 | |
| 2 | NEE |
Nextera Energy Inc
|
17,228 | $1,512,101 | |
| 3 | DTE |
Dte Energy Co
|
6,206 | $945,608 | |
| 4 | ED |
Consolidated Edison Inc
|
6,331 | $700,398 | |
| 5 | DUK |
Duke Energy CORP
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|
4,737 | $599,609 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,376 | $188,250 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,386 | $161,843 | |
| 8 | ES |
Eversource Energy
|
2,068 | $149,454 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $599,609 | 4,737 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $627,595 | 4,793 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $572,219 | 4,882 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $790,638 | 6,389 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $609,352 | 5,164 | Shares | Sole | 2025-08-29 | |
| 2025-03-31 | $630,340 | 5,168 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $582,765 | 5,409 | Shares | Sole | 2025-03-12 | |
| 2024-09-30 | $592,987 | 5,143 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $531,419 | 5,302 | Shares | Sole | 2024-09-23 | |
| 2024-03-31 | $502,505 | 5,196 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $525,471 | 5,415 | Shares | Sole | 2024-02-26 | |
| 2023-09-30 | $453,568 | 5,139 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $420,072 | 4,681 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $855,592 | 8,869 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $635,654 | 6,172 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $560,817 | 6,029 | Shares | Sole | 2022-12-05 | |
| 2022-06-30 | $574,431 | 5,358 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $577,282 | 5,170 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $552,613 | 5,268 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $429,396 | 4,400 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $418,079 | 4,235 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $399,923 | 4,143 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $351,315 | 3,837 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $375,051 | 4,235 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $176,716 | 2,212 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $118,974 | 1,471 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||