Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,216,560
-$90,483 QoQ
Shares Held
9,611
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,024
of 2,446 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, 2026KCM INVESTMENT ADVISORS LLC holds $47,921,110 across 12 Utilities - Regulated Electric names. DUK ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
349,649 | $30,688,692 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
65,501 | $5,316,061 | |
| 3 | SO |
Southern Co
|
34,788 | $3,329,559 | |
| 4 | PPL |
PPL Corp
|
69,092 | $2,511,494 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
16,627 | $1,941,534 | |
| 6 | DUK |
Duke Energy CORP
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|
9,611 | $1,216,560 | |
| 7 | AEP |
American Electric Power Co Inc
|
6,308 | $862,997 | |
| 8 | XEL |
Xcel Energy Inc
|
7,409 | $594,942 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,216,560 | 9,611 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,307,043 | 9,982 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,157,097 | 9,872 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,131,198 | 9,141 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,045,716 | 8,862 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $966,124 | 7,921 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $795,121 | 7,380 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $852,874 | 7,397 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $740,799 | 7,391 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $714,783 | 7,391 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $750,701 | 7,736 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $774,569 | 8,776 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $839,876 | 9,359 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $982,161 | 10,181 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,146,690 | 11,134 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,043,870 | 11,222 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,137,819 | 10,613 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,061,439 | 9,506 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $879,691 | 8,386 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $745,197 | 7,636 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $750,272 | 7,600 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $948,214 | 9,823 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $598,893 | 6,541 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $388,424 | 4,386 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $390,342 | 4,886 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $395,179 | 4,886 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||