Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$481,130
+$114,368 QoQ
Shares Held
3,801
+35.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,506
of 2,440 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CHELSEA COUNSEL CO holds $5,147,865 across 11 Utilities - Regulated Electric names. DUK ranks #5 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
37,950 | $1,379,482 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
8,672 | $1,012,629 | |
| 3 | POR |
Portland General Electric Co /Or/
|
15,300 | $792,999 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
5,064 | $541,848 | |
| 5 | DUK |
Duke Energy CORP
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|
3,801 | $481,130 | |
| 6 | NEE |
Nextera Energy Inc
|
3,240 | $284,374 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,895 | $259,254 | |
| 8 | SO |
Southern Co
|
2,614 | $250,185 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $481,130 | 3,801 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $366,762 | 2,801 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $328,305 | 2,801 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $340,436 | 2,751 | Shares | Sole | 2025-11-25 | |
| 2025-06-30 | $318,718 | 2,701 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $329,440 | 2,701 | Shares | Sole | 2025-05-22 | |
| 2024-12-31 | $291,005 | 2,701 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $311,425 | 2,701 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $235,640 | 2,351 | Shares | Sole | 2024-11-21 | |
| 2024-03-31 | $188,681 | 1,951 | Shares | Sole | 2024-06-17 | |
| 2023-12-31 | $189,325 | 1,951 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 | $172,195 | 1,951 | Shares | Sole | 2023-11-22 | |
| 2023-06-30 | $175,082 | 1,951 | Shares | Sole | 2023-11-22 | |
| 2023-03-31 | $188,212 | 1,951 | Shares | Sole | 2023-05-19 | |
| 2022-12-31 | $200,933 | 1,951 | Shares | Sole | 2023-02-23 | |
| 2022-06-30 | $225,248 | 2,101 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $244,982 | 2,194 | Shares | Sole | 2022-05-24 | |
| 2021-12-31 | $230,150 | 2,194 | Shares | Sole | 2022-05-23 | |
| 2021-09-30 | $244,462 | 2,505 | Shares | Sole | 2022-02-10 | |
| 2021-06-30 | $252,229 | 2,555 | Shares | Sole | 2022-02-10 | |
| 2021-03-31 | $246,634 | 2,555 | Shares | Sole | 2022-02-10 | |
| 2020-12-31 | $271,292 | 2,963 | Shares | Sole | 2022-03-08 | |
| 2020-09-30 | $238,049 | 2,688 | Shares | Sole | 2022-05-06 | |
| 2020-06-30 | $214,744 | 2,688 | Shares | Sole | 2022-05-06 | |
| 2020-03-31 | $220,074 | 2,721 | Shares | Sole | 2020-06-12 | |
| No filing history on record for this holder in this stock. | ||||||