Position in DUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$329,234
+$3,849 QoQ
Shares Held
2,601
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,766
of 2,446 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GRANDFIELD & DODD, LLC holds $1,352,383 across 3 Utilities - Regulated Electric names. DUK ranks #3 (24.3% of the industry book) .
All Filings in DUK
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,234 | 2,601 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $325,385 | 2,485 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $291,266 | 2,485 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $307,518 | 2,485 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $293,230 | 2,485 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $303,095 | 2,485 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $267,733 | 2,485 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $286,520 | 2,485 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $249,071 | 2,485 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $240,324 | 2,485 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $247,549 | 2,551 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $225,151 | 2,551 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $228,926 | 2,551 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $256,513 | 2,659 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $273,850 | 2,659 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||