Position in DUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,513,643
-$52,137 QoQ
Shares Held
11,958
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#935
of 2,440 holders
Holding Since
Mar 2020
26 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, 2026Marble Harbor Investment Counsel, LLC holds $4,716,957 across 6 Utilities - Regulated Electric names. DUK ranks #2 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
17,654 | $1,549,491 | |
| 2 | DUK |
Duke Energy CORP
This page
|
11,958 | $1,513,643 | |
| 3 | SO |
Southern Co
|
6,332 | $606,035 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
4,368 | $510,051 | |
| 5 | LNT |
Alliant Energy Corp
|
4,000 | $305,160 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,700 | $232,577 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,513,643 | 11,958 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,565,780 | 11,958 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,401,597 | 11,958 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,479,802 | 11,958 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,411,044 | 11,958 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,482,911 | 12,158 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,309,902 | 12,158 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,484,718 | 12,877 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,335,664 | 13,326 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,292,722 | 13,367 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,293,058 | 13,325 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,225,313 | 13,883 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,245,860 | 13,883 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,353,763 | 14,033 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,445,258 | 14,033 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,305,349 | 14,033 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,483,571 | 13,838 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,523,377 | 13,643 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,433,668 | 13,667 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,109,305 | 11,367 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,104,972 | 11,193 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,080,460 | 11,193 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,024,831 | 11,193 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,000,108 | 11,293 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $902,197 | 11,293 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $934,891 | 11,559 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||