Position in DUK
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$2,990,705
-$79,707 QoQ
Shares Held
23,627
+0.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#670
of 2,440 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, 2026MassMutual Private Wealth & Trust, FSB holds $54,694,939 across 29 Utilities - Regulated Electric names. DUK ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
296,830 | $26,052,769 | |
| 2 | ETR |
Entergy Corp /De/
|
70,019 | $8,042,382 | |
| 3 | AEP |
American Electric Power Co Inc
|
56,302 | $7,702,676 | |
| 4 | SO |
Southern Co
|
69,971 | $6,696,924 | |
| 5 | DUK |
Duke Energy CORP
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|
23,627 | $2,990,705 | |
| 6 | DTE |
Dte Energy Co
|
3,186 | $485,450 | |
| 7 | EVRG |
Evergy, Inc.
|
3,398 | $293,689 | |
| 8 | D |
Dominion Energy, Inc
|
4,037 | $275,686 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,990,705 | 23,627 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $3,070,412 | 23,449 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,803,194 | 23,916 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,211,931 | 25,955 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,150,954 | 26,703 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,860,042 | 15,250 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $2,326,753 | 21,596 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,511,695 | 21,784 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $2,159,355 | 21,544 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $2,035,455 | 21,047 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $1,881,411 | 19,388 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $1,839,426 | 20,841 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $1,784,300 | 19,883 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,793,087 | 18,587 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,806,238 | 17,538 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $1,624,966 | 17,469 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $1,901,262 | 17,734 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $1,843,506 | 16,510 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $1,507,308 | 14,369 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,235,684 | 12,662 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,203,791 | 12,194 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,089,823 | 11,290 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $962,570 | 10,513 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,136,579 | 12,834 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $883,823 | 11,063 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $653,106 | 8,075 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||