Position in DUK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,061,988
-$5,509,617 QoQ
Shares Held
16,290
-71.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#804
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, 2026PARSONS CAPITAL MANAGEMENT INC/RI holds $19,071,586 across 10 Utilities - Regulated Electric names. DUK ranks #2 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
104,097 | $9,136,593 | |
| 2 | DUK |
Duke Energy CORP
This page
|
16,290 | $2,061,988 | |
| 3 | SO |
Southern Co
|
21,205 | $2,029,530 | |
| 4 | AEP |
American Electric Power Co Inc
|
12,104 | $1,655,948 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
12,777 | $1,491,970 | |
| 6 | ED |
Consolidated Edison Inc
|
9,324 | $1,031,514 | |
| 7 | XEL |
Xcel Energy Inc
|
7,904 | $634,691 | |
| 8 | D |
Dominion Energy, Inc
|
6,203 | $423,602 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,061,988 | 16,290 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,571,605 | 57,825 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $987,845 | 8,428 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,042,965 | 8,428 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $994,504 | 8,428 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $6,719,815 | 55,094 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $5,935,827 | 55,094 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $644,296 | 5,588 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $560,085 | 5,588 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $540,415 | 5,588 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $551,963 | 5,688 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $608,111 | 6,890 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $625,039 | 6,965 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $671,913 | 6,965 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $717,325 | 6,965 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $647,884 | 6,965 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $742,643 | 6,927 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $815,118 | 7,300 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $765,770 | 7,300 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $712,407 | 7,300 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $721,643 | 7,310 | Shares | Defined | 2021-08-03 | |
| 2021-03-31 | $786,043 | 8,143 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $831,639 | 9,083 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $805,984 | 9,101 | Shares | Defined | 2020-10-29 | |
| 2020-06-30 | $738,742 | 9,247 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $747,331 | 9,240 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||