Position in DUK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$762,264
-$26,256 QoQ
Shares Held
6,022
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,238
of 2,446 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, 2026WATERS PARKERSON & CO., LLC holds $23,159,993 across 6 Utilities - Regulated Electric names. DUK ranks #4 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
128,150 | $17,532,201 | |
| 2 | SO |
Southern Co
|
32,840 | $3,143,116 | |
| 3 | D |
Dominion Energy, Inc
|
18,213 | $1,243,765 | |
| 4 | DUK |
Duke Energy CORP
This page
|
6,022 | $762,264 | |
| 5 | ED |
Consolidated Edison Inc
|
2,505 | $277,128 | |
| 6 | NEE |
Nextera Energy Inc
|
2,296 | $201,519 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $762,264 | 6,022 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $788,520 | 6,022 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $705,838 | 6,022 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $745,222 | 6,022 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $710,596 | 6,022 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $734,503 | 6,022 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $648,810 | 6,022 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $708,749 | 6,147 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $646,383 | 6,449 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $623,682 | 6,449 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $650,750 | 6,706 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $591,871 | 6,706 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $595,873 | 6,640 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $651,751 | 6,756 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $695,800 | 6,756 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $676,999 | 7,278 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $780,274 | 7,278 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $812,661 | 7,278 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $772,168 | 7,361 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $710,260 | 7,278 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $718,484 | 7,278 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $680,536 | 7,050 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $619,952 | 6,771 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $676,686 | 7,641 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $610,439 | 7,641 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $618,004 | 7,641 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||