Position in DUK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$998,463
-$34,391 QoQ
Shares Held
7,888
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,106
of 2,446 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, 2026Birch Hill Investment Advisors LLC holds $21,576,251 across 3 Utilities - Regulated Electric names. DUK ranks #2 (4.6% of the industry book) .
All Filings in DUK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $998,463 | 7,888 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,032,854 | 7,888 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $924,552 | 7,888 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $976,140 | 7,888 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $930,784 | 7,888 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $962,099 | 7,888 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $849,853 | 7,888 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $909,486 | 7,888 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $790,614 | 7,888 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $762,848 | 7,888 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $765,451 | 7,888 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $696,194 | 7,888 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $707,869 | 7,888 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $760,955 | 7,888 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $812,385 | 7,888 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $733,741 | 7,888 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $845,672 | 7,888 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $880,774 | 7,888 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $827,451 | 7,888 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $769,789 | 7,888 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $778,703 | 7,888 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $761,428 | 7,888 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $722,225 | 7,888 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $698,561 | 7,888 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $630,172 | 7,888 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $637,981 | 7,888 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||