Position in DUK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,981,863
-$123,783 QoQ
Shares Held
15,657
-2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#822
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Essex Financial Services, Inc. holds $18,105,192 across 19 Utilities - Regulated Electric names. DUK ranks #3 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
42,812 | $3,757,609 | |
| 2 | SO |
Southern Co
|
37,207 | $3,561,081 | |
| 3 | DUK |
Duke Energy CORP
This page
|
15,657 | $1,981,863 | |
| 4 | ES |
Eversource Energy
|
20,910 | $1,511,165 | |
| 5 | AEP |
American Electric Power Co Inc
|
7,643 | $1,045,638 | |
| 6 | D |
Dominion Energy, Inc
|
13,750 | $938,987 | |
| 7 | ED |
Consolidated Edison Inc
|
6,151 | $680,485 | |
| 8 | EIX |
Edison International
|
7,521 | $559,938 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,981,863 | 15,657 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,105,646 | 16,081 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,920,720 | 16,387 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,008,710 | 16,232 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,974,140 | 16,730 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,956,886 | 16,044 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,626,012 | 15,092 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $1,849,527 | 16,041 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $1,980,244 | 19,757 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,332,373 | 13,777 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,317,123 | 13,573 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,510,393 | 17,113 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,154,146 | 12,861 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,394,666 | 14,457 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,348,963 | 13,098 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,180,423 | 12,690 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,346,450 | 12,559 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,522,372 | 13,634 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,415,101 | 13,490 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,365,967 | 13,997 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,248,314 | 12,645 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,220,621 | 12,645 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,061,455 | 11,593 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,063,339 | 12,007 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $754,161 | 9,440 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $883,290 | 10,921 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||