Position in DUK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$547,837
+$328,382 QoQ
Shares Held
4,328
+158.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,419
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, 2026Johnson Financial Group, Inc. holds $20,728,843 across 21 Utilities - Regulated Electric names. DUK ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
109,531 | $5,106,334 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
36,089 | $4,214,111 | |
| 3 | AEP |
American Electric Power Co Inc
|
29,849 | $4,083,641 | |
| 4 | EVRG |
Evergy, Inc.
|
29,898 | $2,584,083 | |
| 5 | ETR |
Entergy Corp /De/
|
7,342 | $843,301 | |
| 6 | ED |
Consolidated Edison Inc
|
7,456 | $824,856 | |
| 7 | LNT |
Alliant Energy Corp
|
8,998 | $686,457 | |
| 8 | DUK |
Duke Energy CORP
This page
|
4,328 | $547,837 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $547,837 | 4,328 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $219,455 | 1,676 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $207,226 | 1,768 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $228,318 | 1,845 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $237,062 | 2,009 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $998,567 | 8,187 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $810,743 | 7,525 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,022,479 | 8,868 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $860,574 | 8,586 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $158,604 | 1,640 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $141,290 | 1,456 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $146,511 | 1,660 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $191,953 | 2,139 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $157,727 | 1,635 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $166,534 | 1,617 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $184,085 | 1,979 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $232,537 | 2,169 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $302,709 | 2,711 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $328,126 | 3,128 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $317,557 | 3,254 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $352,133 | 3,567 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $653,314 | 6,768 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $692,651 | 7,565 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $730,088 | 8,244 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $632,328 | 7,915 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $989,161 | 12,230 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||