Position in DUK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$24,361,080
-$537,684 QoQ
Shares Held
192,456
+1.2% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
2.05%
of 13F equity value
Holder Rank
#212
of 2,446 holders
Holding Since
Sep 2023
12 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, 2026Stack Financial Management, Inc holds $156,738,641 across 6 Utilities - Regulated Electric names. DUK ranks #4 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
281,488 | $38,510,373 | |
| 2 | CNP |
Centerpoint Energy Inc
|
718,069 | $31,623,758 | |
| 3 | NEE |
Nextera Energy Inc
|
311,320 | $27,324,556 | |
| 4 | DUK |
Duke Energy CORP
This page
|
192,456 | $24,361,080 | |
| 5 | AEE |
Ameren Corp
|
156,114 | $17,647,126 | |
| 6 | DTE |
Dte Energy Co
|
113,354 | $17,271,748 |
All Filings in DUK
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,361,080 | 192,456 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $24,898,764 | 190,154 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $22,072,049 | 188,312 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $23,789,576 | 192,239 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $22,697,772 | 192,354 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $23,767,927 | 194,867 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $21,375,616 | 198,400 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $23,059,769 | 199,998 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $19,887,436 | 198,418 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $19,165,407 | 198,174 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $19,364,137 | 199,548 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $17,972,030 | 203,626 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||