Position in DUK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,537,060
-$43,123 QoQ
Shares Held
12,143
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#927
of 2,446 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, 2026EXCALIBUR MANAGEMENT CORP holds $8,114,873 across 7 Utilities - Regulated Electric names. DUK ranks #1 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
12,143 | $1,537,060 | |
| 2 | PNW |
Pinnacle West Capital Corp
|
14,066 | $1,505,062 | |
| 3 | ED |
Consolidated Edison Inc
|
13,013 | $1,439,628 | |
| 4 | D |
Dominion Energy, Inc
|
16,146 | $1,102,610 | |
| 5 | NEE |
Nextera Energy Inc
|
11,942 | $1,048,149 | |
| 6 | SO |
Southern Co
|
9,819 | $939,776 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,966 | $542,588 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,537,060 | 12,143 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,580,183 | 12,068 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,408,160 | 12,014 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,484,257 | 11,994 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,415,528 | 11,996 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,493,034 | 12,241 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,330,265 | 12,347 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,431,680 | 12,417 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,249,968 | 12,471 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,194,561 | 12,352 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,198,638 | 12,352 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,080,125 | 12,238 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $976,101 | 10,877 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,114,132 | 11,549 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,192,521 | 11,579 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,075,311 | 11,560 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,332,191 | 12,426 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,912,847 | 17,131 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,063,592 | 19,672 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,916,472 | 19,638 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,951,990 | 19,773 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,949,037 | 20,191 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,902,159 | 20,775 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,828,852 | 20,651 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,781,147 | 22,295 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,003,963 | 12,413 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||