Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,660,547
-$240,012 QoQ
Shares Held
36,819
-1.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#540
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 50%
Shared 1%
None 48%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PEAPACK GLADSTONE FINANCIAL CORP holds $99,225,151 across 15 Utilities - Regulated Electric names. DUK ranks #4 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
620,057 | $54,422,402 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
170,781 | $13,860,585 | |
| 3 | AEP |
American Electric Power Co Inc
|
35,083 | $4,799,704 | |
| 4 | DUK |
Duke Energy CORP
This page
|
36,819 | $4,660,547 | |
| 5 | SO |
Southern Co
|
41,729 | $3,993,881 | |
| 6 | D |
Dominion Energy, Inc
|
54,571 | $3,726,652 | |
| 7 | FE |
Firstenergy Corp
|
74,619 | $3,547,386 | |
| 8 | ED |
Consolidated Edison Inc
|
31,357 | $3,469,024 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,660,547 | 36,819 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,900,559 | 37,426 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,741,963 | 40,457 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,008,781 | 40,475 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,786,552 | 40,564 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,929,659 | 40,417 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $4,402,363 | 40,861 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,702,163 | 40,782 | Shares | Defined | 2024-11-26 | |
| 2024-06-30 | $4,187,908 | 41,783 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $4,150,501 | 42,917 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $4,142,248 | 42,686 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $4,031,274 | 45,675 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,183,139 | 46,614 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,741,982 | 49,155 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,983,993 | 48,393 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,643,464 | 49,919 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $3,368,000 | 31,415 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $3,677,967 | 32,939 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,497,889 | 33,345 | Shares | Defined | 2022-02-15 | |
| 2021-09-30 | $3,236,376 | 33,163 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,689,526 | 27,244 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,629,862 | 27,244 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,236,810 | 24,430 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,911,478 | 21,584 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,731,055 | 21,668 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,808,880 | 22,365 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||