Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$28,106,835
-$140,589 QoQ
Shares Held
222,048
+2.9% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#193
of 2,452 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, 2026&PARTNERS holds $274,273,041 across 29 Utilities - Regulated Electric names. DUK ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
913,761 | $80,200,802 | |
| 2 | AEP |
American Electric Power Co Inc
|
301,462 | $41,243,016 | |
| 3 | DUK |
Duke Energy CORP
This page
|
222,048 | $28,106,835 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
165,442 | $19,318,662 | |
| 5 | SO |
Southern Co
|
196,930 | $18,848,170 | |
| 6 | XEL |
Xcel Energy Inc
|
126,448 | $10,153,774 | |
| 7 | D |
Dominion Energy, Inc
|
137,692 | $9,402,986 | |
| 8 | ETR |
Entergy Corp /De/
|
77,069 | $8,852,145 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,106,835 | 222,048 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $28,247,424 | 215,728 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,590,270 | 201,265 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $22,495,398 | 181,781 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,972,748 | 160,786 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,213,170 | 149,325 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,588,642 | 135,406 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,578,665 | 74,403 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,094,991 | 50,833 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,342,238 | 13,879 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $717,319 | 7,392 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $450,832 | 5,108 | Shares | Sole | 2023-10-06 | |
| 2023-06-30 | $454,622 | 5,066 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $529,330 | 5,487 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $577,979 | 5,612 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $520,353 | 5,594 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $612,490 | 5,713 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $529,268 | 4,740 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $495,547 | 4,724 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $426,858 | 4,374 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $411,662 | 4,170 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $387,085 | 4,010 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $356,351 | 3,892 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $322,624 | 3,643 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $261,799 | 3,277 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $312,439 | 3,863 | Shares | Sole | 2020-04-03 | |
| No filing history on record for this holder in this stock. | ||||||