Position in DUK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$7,840,618
-$270,722 QoQ
Shares Held
61,942
-0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#371
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Welch & Forbes LLC holds $76,816,575 across 10 Utilities - Regulated Electric names. DUK ranks #2 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
696,876 | $61,164,806 | |
| 2 | DUK |
Duke Energy CORP
This page
|
61,942 | $7,840,618 | |
| 3 | LNT |
Alliant Energy Corp
|
50,264 | $3,834,640 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
11,648 | $1,360,136 | |
| 5 | AEP |
American Electric Power Co Inc
|
5,420 | $741,510 | |
| 6 | SO |
Southern Co
|
6,216 | $594,933 | |
| 7 | ES |
Eversource Energy
|
6,203 | $448,290 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
4,112 | $333,729 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,840,618 | 61,942 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $8,111,340 | 61,947 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $7,408,258 | 63,205 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,831,890 | 63,288 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,324,850 | 62,075 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,448,707 | 61,070 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,728,901 | 62,455 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,239,687 | 62,790 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $6,421,836 | 64,071 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,217,582 | 64,291 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,657,623 | 68,607 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,430,623 | 72,860 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $6,565,109 | 73,157 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $7,068,839 | 73,275 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $7,647,934 | 74,259 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $6,907,572 | 74,259 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $8,407,300 | 78,419 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $8,822,033 | 79,008 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $8,660,648 | 82,561 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $8,027,850 | 82,261 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $8,290,505 | 83,980 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $7,930,904 | 82,160 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $7,863,264 | 85,881 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $7,349,948 | 82,994 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $6,578,542 | 82,345 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $6,744,583 | 83,390 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||