Position in DUK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$90,892,667
-$8,652,634 QoQ
Shares Held
718,065
-5.5% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#96
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)
Derivatives in DUK
reported options exposure · as of Dec 31, 2024CallValue
$420
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HighTower Advisors, LLC holds $988,609,128 across 33 Utilities - Regulated Electric names. DUK ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,983,231 | $271,325,833 | |
| 2 | NEE |
Nextera Energy Inc
|
2,619,884 | $229,947,218 | |
| 3 | SO |
Southern Co
|
1,476,938 | $141,357,735 | |
| 4 | DUK |
Duke Energy CORP
This page
|
718,065 | $90,892,667 | |
| 5 | D |
Dominion Energy, Inc
|
633,090 | $43,233,716 | |
| 6 | ES |
Eversource Energy
|
412,545 | $29,814,627 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
242,818 | $28,353,857 | |
| 8 | ED |
Consolidated Edison Inc
|
145,683 | $16,116,910 |
All Filings in DUK
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,892,667 | 718,065 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $99,545,301 | 760,236 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $92,083,926 | 785,632 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $96,662,238 | 781,109 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $90,459,980 | 766,610 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $94,613,958 | 775,715 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $420 | 100 | Call | Sole | 2025-02-07 | |
| 2024-12-31 | $82,144,962 | 762,437 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $67,046,719 | 581,498 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $50,797,466 | 506,809 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $50,488,229 | 522,058 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $51,384,717 | 529,521 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $48,225,352 | 546,401 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $48,346,886 | 538,744 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $49,373,731 | 511,804 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $52,339,620 | 508,201 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $41,846,070 | 449,861 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $48,841,338 | 455,567 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $50,690,401 | 453,971 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $45,831,859 | 436,910 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $29,277 | 300 | Put | Sole | 2021-11-12 | |
| 2021-09-30 | $39,586,993 | 405,646 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $38,964,586 | 394,698 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $38,834,598 | 402,306 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $36,430,350 | 397,885 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $30,328,877 | 342,467 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $26,912,224 | 336,866 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $27,779,530 | 343,466 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||