Position in DUK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$433,156
-$87,854 QoQ
Shares Held
3,422
-14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,573
of 2,440 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SAWGRASS ASSET MANAGEMENT LLC holds $831,982 across 2 Utilities - Regulated Electric names. DUK ranks #1 (52.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
3,422 | $433,156 | |
| 2 | NEE |
Nextera Energy Inc
|
4,544 | $398,826 |
All Filings in DUK
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,156 | 3,422 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $521,010 | 3,979 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $440,006 | 3,754 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $464,557 | 3,754 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $373,824 | 3,168 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $387,498 | 3,177 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $352,848 | 3,275 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $395,017 | 3,426 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||