Position in DUK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$570,116
-$2,091 QoQ
Shares Held
4,504
+3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,400
of 2,446 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ASPIRIANT, LLC holds $3,592,945 across 9 Utilities - Regulated Electric names. DUK ranks #1 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
4,504 | $570,116 | |
| 2 | EIX |
Edison International
|
7,450 | $554,652 | |
| 3 | SO |
Southern Co
|
5,119 | $489,939 | |
| 4 | PCG |
PG&E Corp
|
27,631 | $464,753 | |
| 5 | NEE |
Nextera Energy Inc
|
4,794 | $420,769 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
4,925 | $399,713 | |
| 7 | ES |
Eversource Energy
|
3,889 | $281,058 | |
| 8 | ED |
Consolidated Edison Inc
|
1,915 | $211,856 |
All Filings in DUK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $570,116 | 4,504 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $572,207 | 4,370 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $525,569 | 4,484 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $413,448 | 3,341 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $401,554 | 3,403 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $465,559 | 3,817 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $403,270 | 3,743 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $478,264 | 4,148 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $365,839 | 3,650 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $435,098 | 4,499 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $401,163 | 4,134 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $396,640 | 4,494 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $301,975 | 3,365 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $327,419 | 3,394 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $356,139 | 3,458 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $335,802 | 3,610 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $385,527 | 3,596 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $410,015 | 3,672 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $412,571 | 3,933 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $369,085 | 3,782 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $373,359 | 3,782 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $299,918 | 3,107 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $253,346 | 2,767 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $226,536 | 2,558 | Shares | Sole | 2020-10-29 | |
| No filing history on record for this holder in this stock. | ||||||