&PARTNERS

Position in DUK — Duke Energy CORP

CIK 107136 NASHVILLE, TN

Position in DUK

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$28,247,424

+$4,657,154 QoQ

Shares Held

215,728

+7.2% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

&PARTNERS holds $260,385,801 across 29 Utilities - Regulated Electric names. DUK ranks #3 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	847,957	$78,758,246
2	AEP	American Electric Power Co Inc	281,334	$36,877,260
3	DUK	Duke Energy CORP This page	215,728	$28,247,424
4	WEC	Wec Energy Group, Inc.	157,854	$18,274,757
5	SO	Southern Co	184,529	$17,810,739
6	XEL	Xcel Energy Inc	132,028	$10,488,304
7	D	Dominion Energy, Inc	133,186	$8,233,558
8	ETR	Entergy Corp /De/	64,896	$7,291,714

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$28,247,424	215,728	+7.2%	Shares	Sole	2026-05-15
2025-12-31	$23,590,270	201,265	+10.7%	Shares	Sole	2026-02-17
2025-09-30	$22,495,398	181,781	+13.1%	Shares	Sole	2025-11-14
2025-06-30	$18,972,748	160,786	+7.7%	Shares	Sole	2025-08-14
2025-03-31	$18,213,170	149,325	+10.3%	Shares	Sole	2025-05-15
2024-12-31	$14,588,642	135,406	+82.0%	Shares	Sole	2025-02-14
2024-09-30	$8,578,665	74,403	+46.4%	Shares	Sole	2024-11-14
2024-06-30	$5,094,991	50,833	+266.3%	Shares	Sole	2024-07-24
2024-03-31	$1,342,238	13,879	+87.8%	Shares	Sole	2024-04-11
2023-12-31	$717,319	7,392	+44.7%	Shares	Sole	2024-01-09
2023-09-30	$450,832	5,108	+0.8%	Shares	Sole	2023-10-06
2023-06-30	$454,622	5,066	-7.7%	Shares	Sole	2023-07-05
2023-03-31	$529,330	5,487	-2.2%	Shares	Sole	2023-04-06
2022-12-31	$577,979	5,612	+0.3%	Shares	Sole	2023-01-10
2022-09-30	$520,353	5,594	-2.1%	Shares	Sole	2022-10-11
2022-06-30	$612,490	5,713	+20.5%	Shares	Sole	2022-07-06
2022-03-31	$529,268	4,740	+0.3%	Shares	Sole	2022-04-26
2021-12-31	$495,547	4,724	+8.0%	Shares	Sole	2022-01-12
2021-09-30	$426,858	4,374	+4.9%	Shares	Sole	2021-10-07
2021-06-30	$411,662	4,170	+4.0%	Shares	Sole	2021-07-12
2021-03-31	$387,085	4,010	+3.0%	Shares	Sole	2021-04-09
2020-12-31	$356,351	3,892	+6.8%	Shares	Sole	2021-01-11
2020-09-30	$322,624	3,643	+11.2%	Shares	Sole	2020-10-05
2020-06-30	$261,799	3,277	-15.2%	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.