Position in DUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$869,351
-$30,468 QoQ
Shares Held
6,868
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,165
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Manchester Capital Management LLC holds $3,660,129 across 28 Utilities - Regulated Electric names. DUK ranks #1 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
6,868 | $869,351 | |
| 2 | D |
Dominion Energy, Inc
|
7,773 | $530,818 | |
| 3 | NEE |
Nextera Energy Inc
|
5,794 | $508,539 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,903 | $260,349 | |
| 5 | SO |
Southern Co
|
2,362 | $226,067 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
2,327 | $188,859 | |
| 7 | ES |
Eversource Energy
|
2,286 | $165,209 | |
| 8 | EIX |
Edison International
|
1,711 | $127,383 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $869,351 | 6,868 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $899,819 | 6,872 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $805,467 | 6,872 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $841,376 | 6,799 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $805,350 | 6,825 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $820,248 | 6,725 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $698,047 | 6,479 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $746,682 | 6,476 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $649,289 | 6,478 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $609,949 | 6,307 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $622,414 | 6,414 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $568,570 | 6,442 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $555,759 | 6,193 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,605,936 | 16,647 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $128,325 | 1,246 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $75,625 | 813 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $87,161 | 813 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $92,231 | 826 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $86,857 | 828 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $101,298 | 1,038 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $102,767 | 1,041 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $88,518 | 917 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $58,232 | 636 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $56,324 | 636 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $188,380 | 2,358 | Shares | Sole | 2020-09-28 | |
| 2020-03-31 | $190,715 | 2,358 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||