Position in DUK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,437,569
+$223,101 QoQ
Shares Held
11,357
+22.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#963
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, 2026Crestwood Advisors Group, LLC holds $29,543,018 across 24 Utilities - Regulated Electric names. DUK ranks #2 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
183,905 | $16,141,341 | |
| 2 | DUK |
Duke Energy CORP
This page
|
11,357 | $1,437,569 | |
| 3 | AEP |
American Electric Power Co Inc
|
9,897 | $1,354,008 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
12,415 | $1,007,601 | |
| 5 | ED |
Consolidated Edison Inc
|
8,840 | $977,969 | |
| 6 | ETR |
Entergy Corp /De/
|
8,214 | $943,460 | |
| 7 | SO |
Southern Co
|
8,326 | $796,881 | |
| 8 | EXC |
Exelon Corp
|
16,158 | $753,285 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,437,569 | 11,357 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,214,468 | 9,275 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $892,554 | 7,615 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,117,215 | 9,028 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $755,908 | 6,406 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $659,003 | 5,403 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $579,533 | 5,379 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $587,799 | 5,098 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $525,606 | 5,244 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $551,633 | 5,704 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $842,016 | 8,677 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $793,280 | 8,988 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $314,807 | 3,508 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $355,299 | 3,683 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $535,136 | 5,196 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $665,558 | 7,155 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $677,888 | 6,323 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $987,967 | 8,848 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $945,988 | 9,018 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $876,846 | 8,985 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $871,105 | 8,824 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $782,375 | 8,105 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $639,180 | 6,981 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $540,304 | 6,101 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $488,287 | 6,112 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $509,301 | 6,297 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||