Position in DUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$589,609
-$42,044 QoQ
Shares Held
4,658
-3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,380
of 2,443 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BRIDGES INVESTMENT MANAGEMENT INC holds $4,599,094 across 7 Utilities - Regulated Electric names. DUK ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
18,937 | $1,662,098 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
6,137 | $716,617 | |
| 3 | DUK |
Duke Energy CORP
This page
|
4,658 | $589,609 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,082 | $558,457 | |
| 5 | SO |
Southern Co
|
4,996 | $478,166 | |
| 6 | LNT |
Alliant Energy Corp
|
4,775 | $364,284 | |
| 7 | D |
Dominion Energy, Inc
|
3,366 | $229,863 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,609 | 4,658 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $631,653 | 4,824 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $601,989 | 5,136 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $699,186 | 5,650 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $676,966 | 5,737 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $758,286 | 6,217 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $666,047 | 6,182 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $659,168 | 5,717 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $566,799 | 5,655 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $234,908 | 2,429 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $235,709 | 2,429 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $214,382 | 2,429 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $217,978 | 2,429 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $234,325 | 2,429 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $250,162 | 2,429 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $225,944 | 2,429 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $310,372 | 2,895 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $323,254 | 2,895 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $335,155 | 3,195 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $311,799 | 3,195 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $325,281 | 3,295 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $318,065 | 3,295 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $301,689 | 3,295 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $300,660 | 3,395 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $276,498 | 3,461 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $279,925 | 3,461 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||