Position in DUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,147,701
-$176,416 QoQ
Shares Held
64,368
+1.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#361
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WINDWARD CAPITAL MANAGEMENT CO /CA holds $45,025,670 across 2 Utilities - Regulated Electric names. DUK ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
420,166 | $36,877,969 | |
| 2 | DUK |
Duke Energy CORP
This page
|
64,368 | $8,147,701 |
All Filings in DUK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,147,701 | 64,368 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $8,324,117 | 63,572 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,419,158 | 63,298 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,360,178 | 67,557 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $7,993,792 | 67,744 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,451,423 | 69,291 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,547,833 | 70,056 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $8,145,253 | 70,644 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $6,949,747 | 69,338 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $6,772,117 | 70,025 | Shares | Sole | 2024-09-20 | |
| 2023-12-31 | $6,841,514 | 70,502 | Shares | Sole | 2024-10-03 | |
| 2023-09-30 | $6,208,473 | 70,343 | Shares | Sole | 2024-10-03 | |
| 2023-06-30 | $5,483,293 | 61,102 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $5,894,509 | 61,102 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $4,247,410 | 41,241 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $3,850,562 | 41,395 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $4,407,939 | 41,115 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $4,563,320 | 40,868 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $4,336,461 | 41,339 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $3,983,818 | 40,822 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $4,013,461 | 40,655 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $3,897,881 | 40,380 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $3,713,765 | 40,561 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $3,598,369 | 40,632 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $3,226,677 | 40,389 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $3,337,917 | 41,270 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||