Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,772,590
-$763,747 QoQ
Shares Held
85,105
-3.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#319
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TOWER BRIDGE ADVISORS holds $22,978,745 across 7 Utilities - Regulated Electric names. DUK ranks #1 (46.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
85,105 | $10,772,590 | |
| 2 | NEE |
Nextera Energy Inc
|
103,394 | $9,074,891 | |
| 3 | SO |
Southern Co
|
17,603 | $1,684,783 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,975 | $680,629 | |
| 5 | PPL |
PPL Corp
|
7,264 | $264,046 | |
| 6 | EMA |
Emera Inc
|
4,771 | $252,958 | |
| 7 | D |
Dominion Energy, Inc
|
3,644 | $248,848 |
All Filings in DUK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,772,590 | 85,105 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $11,536,337 | 88,104 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,148,123 | 78,049 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,902,185 | 23,452 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,852,954 | 15,703 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,528,040 | 12,528 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,306,670 | 12,128 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,003,455 | 8,703 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $797,129 | 7,953 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,284,985 | 13,287 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,584,663 | 16,330 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,454,524 | 16,480 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,450,377 | 16,162 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,750,351 | 18,144 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,896,457 | 18,414 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,712,870 | 18,414 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,037,847 | 19,008 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $2,228,510 | 19,958 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,926,383 | 18,364 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,944,968 | 19,930 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,399,454 | 14,176 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,441,385 | 14,932 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,259,590 | 13,757 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $420,482 | 4,748 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $347,361 | 4,348 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $384,018 | 4,748 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||