Position in DUK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$867,959
-$33,431 QoQ
Shares Held
6,857
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,169
of 2,446 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FLPUTNAM INVESTMENT MANAGEMENT CO holds $64,026,038 across 14 Utilities - Regulated Electric names. DUK ranks #10 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
412,261 | $36,184,147 | |
| 2 | EIX |
Edison International
|
85,317 | $6,351,850 | |
| 3 | EXC |
Exelon Corp
|
96,982 | $4,521,300 | |
| 4 | CMS |
Cms Energy Corp
|
50,096 | $3,832,344 | |
| 5 | AEP |
American Electric Power Co Inc
|
19,154 | $2,620,458 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
21,392 | $2,497,943 | |
| 7 | ED |
Consolidated Edison Inc
|
20,361 | $2,252,537 | |
| 8 | NGG |
National Grid PLC
|
23,435 | $1,942,058 |
All Filings in DUK
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $867,959 | 6,857 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $901,390 | 6,884 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $767,022 | 6,544 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $602,167 | 4,866 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $568,760 | 4,820 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $546,059 | 4,477 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $507,132 | 4,707 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $527,843 | 4,578 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $456,848 | 4,558 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $393,512 | 4,069 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $307,713 | 3,171 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $393,639 | 4,460 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $295,693 | 3,295 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $381,538 | 3,955 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $203,714 | 1,978 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $233,396 | 2,177 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $284,844 | 2,551 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $223,541 | 2,131 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $310,043 | 3,177 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $269,110 | 2,726 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $317,969 | 3,294 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||