Position in DUK
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,149,472
-$42,474 QoQ
Shares Held
9,081
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,050
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DEARBORN PARTNERS LLC holds $68,208,575 across 8 Utilities - Regulated Electric names. DUK ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
284,723 | $33,247,104 | |
| 2 | NEE |
Nextera Energy Inc
|
226,461 | $19,876,481 | |
| 3 | LNT |
Alliant Energy Corp
|
137,070 | $10,457,070 | |
| 4 | SO |
Southern Co
|
16,886 | $1,616,159 | |
| 5 | DUK |
Duke Energy CORP
This page
|
9,081 | $1,149,472 | |
| 6 | XEL |
Xcel Energy Inc
|
10,974 | $881,212 | |
| 7 | AEE |
Ameren Corp
|
5,450 | $616,068 | |
| 8 | AEP |
American Electric Power Co Inc
|
2,668 | $365,009 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,149,472 | 9,081 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,191,946 | 9,103 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $741,704 | 6,328 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $791,381 | 6,395 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $754,610 | 6,395 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $776,339 | 6,365 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $688,350 | 6,389 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $732,385 | 6,352 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $635,959 | 6,345 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $618,557 | 6,396 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $872,292 | 8,989 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $823,995 | 9,336 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $900,002 | 10,029 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $910,387 | 9,437 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,033,710 | 10,037 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $775,228 | 8,334 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $864,755 | 8,066 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $891,381 | 7,983 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $811,401 | 7,735 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $822,683 | 8,430 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $838,725 | 8,496 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $819,346 | 8,488 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $775,971 | 8,475 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $756,125 | 8,538 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $681,461 | 8,530 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $730,669 | 9,034 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||