Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,039,058
-$114,500 QoQ
Shares Held
24,009
-0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#662
of 2,440 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Evercore Wealth Management, LLC holds $21,866,904 across 8 Utilities - Regulated Electric names. DUK ranks #2 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
176,414 | $15,483,855 | |
| 2 | DUK |
Duke Energy CORP
This page
|
24,009 | $3,039,058 | |
| 3 | ED |
Consolidated Edison Inc
|
7,661 | $847,535 | |
| 4 | SO |
Southern Co
|
8,817 | $843,874 | |
| 5 | EIX |
Edison International
|
8,521 | $634,388 | |
| 6 | AEE |
Ameren Corp
|
3,600 | $406,944 | |
| 7 | ETR |
Entergy Corp /De/
|
2,924 | $335,850 | |
| 8 | CMS |
Cms Energy Corp
|
3,600 | $275,400 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,039,058 | 24,009 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,153,558 | 24,084 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,881,841 | 24,587 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,994,378 | 24,197 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,927,580 | 24,810 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,029,246 | 24,836 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,691,667 | 24,983 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,947,874 | 25,567 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,707,913 | 27,017 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,752,365 | 28,460 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,067,822 | 31,614 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $2,993,249 | 33,914 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $2,993,725 | 33,360 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,098,326 | 32,117 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,851,586 | 27,688 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,664,464 | 28,644 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,145,970 | 29,344 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,275,656 | 29,336 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,113,536 | 29,681 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,945,851 | 30,186 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,933,365 | 29,714 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $3,122,551 | 32,348 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,165,595 | 34,574 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,801,418 | 31,633 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,603,295 | 32,586 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,634,665 | 32,575 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||