Position in DUK
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,472,505
-$7,247 QoQ
Shares Held
11,633
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#947
of 2,440 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Chesley Taft & Associates LLC holds $18,614,682 across 8 Utilities - Regulated Electric names. DUK ranks #2 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
144,257 | $12,661,436 | |
| 2 | DUK |
Duke Energy CORP
This page
|
11,633 | $1,472,505 | |
| 3 | D |
Dominion Energy, Inc
|
18,257 | $1,246,770 | |
| 4 | SO |
Southern Co
|
10,822 | $1,035,773 | |
| 5 | CMS |
Cms Energy Corp
|
12,920 | $988,379 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
4,460 | $520,794 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,039 | $415,765 | |
| 8 | XEL |
Xcel Energy Inc
|
3,403 | $273,260 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,472,505 | 11,633 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,479,752 | 11,301 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,382,608 | 11,796 | Shares | Other | 2026-01-14 | |
| 2025-09-30 | $1,269,056 | 10,255 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,207,140 | 10,230 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,050,771 | 8,615 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $944,341 | 8,765 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,010,604 | 8,765 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $878,515 | 8,765 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $975,803 | 10,090 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $969,429 | 9,990 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $910,401 | 10,315 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $954,833 | 10,640 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,028,949 | 10,666 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,057,192 | 10,265 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $957,733 | 10,296 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,074,887 | 10,026 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $1,077,072 | 9,646 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $974,625 | 9,291 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $909,148 | 9,316 | Shares | Sole | 2021-10-05 | |
| 2021-06-30 | $872,783 | 8,841 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $759,304 | 7,866 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $701,898 | 7,666 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $681,114 | 7,691 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $694,323 | 8,691 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $804,028 | 9,941 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||