Position in DUK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$11,012
-$317,265 QoQ
Shares Held
87
-97.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,379
of 2,446 holders
Holding Since
Dec 2020
7 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, 2026MCDONALD PARTNERS LLC holds $1,659,279 across 7 Utilities - Regulated Electric names. DUK ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,980 | $1,139,254 | |
| 2 | AEP |
American Electric Power Co Inc
|
3,172 | $433,961 | |
| 3 | DTE |
Dte Energy Co
|
200 | $30,474 | |
| 4 | ETR |
Entergy Corp /De/
|
166 | $19,066 | |
| 5 | ES |
Eversource Energy
|
248 | $17,922 | |
| 6 | DUK |
Duke Energy CORP
This page
|
87 | $11,012 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
65 | $7,590 |
All Filings in DUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,012 | 87 | Shares | Sole | 2026-07-28 | |
| 2022-06-30 | $328,277 | 3,062 | Shares | Sole | 2022-07-25 | |
| 2021-12-31 | $4,510 | 43 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $353,568 | 3,623 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $335,253 | 3,396 | Shares | Sole | 2021-11-24 | |
| 2021-03-31 | $206,960 | 2,144 | Shares | Sole | 2021-11-24 | |
| 2020-12-31 | $228,167 | 2,492 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||