Position in DUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$268,096
+$11,716 QoQ
Shares Held
2,118
+8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,901
of 2,446 holders
Holding Since
Dec 2020
23 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, 2026CYPRESS ASSET MANAGEMENT INC/TX holds $794,452 across 2 Utilities - Regulated Electric names. DUK ranks #2 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,997 | $526,356 | |
| 2 | DUK |
Duke Energy CORP
This page
|
2,118 | $268,096 |
All Filings in DUK
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,096 | 2,118 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $256,380 | 1,958 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $217,776 | 1,858 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $236,115 | 1,908 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $225,144 | 1,908 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $232,718 | 1,908 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $234,334 | 2,175 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $242,130 | 2,100 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $218,000 | 2,175 | Shares | Sole | 2025-02-24 | |
| 2024-03-31 | $307,054 | 3,175 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $308,102 | 3,175 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $280,225 | 3,175 | Shares | Sole | 2024-02-12 | |
| 2023-06-30 | $429,405 | 4,785 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $468,844 | 4,860 | Shares | Sole | 2023-05-26 | |
| 2022-12-31 | $433,587 | 4,210 | Shares | Sole | 2023-02-28 | |
| 2022-09-30 | $392,544 | 4,220 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $457,786 | 4,270 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $476,788 | 4,270 | Shares | Sole | 2022-06-06 | |
| 2021-12-31 | $447,923 | 4,270 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $424,516 | 4,350 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $429,432 | 4,350 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $416,044 | 4,310 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $400,117 | 4,370 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||