Position in DUK
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,508,024
+$210,943 QoQ
Shares Held
19,154
-2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Jaffetilchin Investment Partners, LLC holds $10,236,379 across 6 Utilities - Regulated Electric names. DUK ranks #2 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
57,419 | $5,333,076 | |
| 2 | DUK |
Duke Energy CORP
This page
|
19,154 | $2,508,024 | |
| 3 | SO |
Southern Co
|
11,353 | $1,095,791 | |
| 4 | AEP |
American Electric Power Co Inc
|
5,523 | $723,954 | |
| 5 | D |
Dominion Energy, Inc
|
5,943 | $367,396 | |
| 6 | ED |
Consolidated Edison Inc
|
1,839 | $208,138 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,508,024 | 19,154 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,297,081 | 19,598 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,472,772 | 19,982 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,387,966 | 20,237 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,464,647 | 20,207 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,182,273 | 20,255 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,060,295 | 17,869 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,737,687 | 17,337 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,739,039 | 17,982 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,784,177 | 18,386 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,814,007 | 20,553 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,891,180 | 21,074 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,074,973 | 21,509 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,241,680 | 21,766 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,055,090 | 22,093 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,413,189 | 22,509 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,514,136 | 22,516 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,434,204 | 23,205 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $2,473,808 | 25,349 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $2,486,263 | 25,185 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,800,960 | 18,657 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $673,240 | 7,353 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $682,620 | 7,708 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $601,971 | 7,535 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $213,765 | 2,643 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||