Position in DUK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,331,747
+$60,975 QoQ
Shares Held
10,521
+8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#994
of 2,452 holders
Holding Since
Dec 2020
23 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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $9,363,823 across 11 Utilities - Regulated Electric names. DUK ranks #3 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
28,547 | $2,505,570 | |
| 2 | ETR |
Entergy Corp /De/
|
14,108 | $1,620,444 | |
| 3 | DUK |
Duke Energy CORP
This page
|
10,521 | $1,331,747 | |
| 4 | SO |
Southern Co
|
12,995 | $1,243,751 | |
| 5 | D |
Dominion Energy, Inc
|
11,151 | $761,501 | |
| 6 | ED |
Consolidated Edison Inc
|
5,001 | $553,260 | |
| 7 | ES |
Eversource Energy
|
4,123 | $297,968 | |
| 8 | EXC |
Exelon Corp
|
6,341 | $295,617 |
All Filings in DUK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,331,747 | 10,521 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,270,772 | 9,705 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $1,121,464 | 9,568 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,169,684 | 9,452 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,109,200 | 9,400 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,141,639 | 9,360 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $966,750 | 8,973 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,053,380 | 9,136 | Shares | Other | 2024-10-22 | |
| 2024-06-30 | $821,684 | 8,198 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $859,558 | 8,888 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $856,183 | 8,823 | Shares | Other | 2024-01-24 | |
| 2023-09-30 | $764,242 | 8,659 | Shares | Other | 2023-10-19 | |
| 2023-06-30 | $780,827 | 8,701 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $830,123 | 8,605 | Shares | Other | 2023-04-20 | |
| 2022-12-31 | $834,321 | 8,101 | Shares | Other | 2023-01-25 | |
| 2022-09-30 | $751,414 | 8,078 | Shares | Other | 2022-10-28 | |
| 2022-06-30 | $907,532 | 8,465 | Shares | Other | 2022-07-22 | |
| 2022-03-31 | $904,110 | 8,097 | Shares | Other | 2022-05-06 | |
| 2021-12-31 | $855,878 | 8,159 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $815,071 | 8,352 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $821,054 | 8,317 | Shares | Other | 2021-08-04 | |
| 2021-03-31 | $801,778 | 8,306 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $852,880 | 9,315 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||