Position in DUK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,715,267
+$186,161 QoQ
Shares Held
21,451
+11.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#711
of 2,452 holders
Holding Since
Mar 2020
26 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, 2026DONALDSON CAPITAL MANAGEMENT, LLC holds $108,921,963 across 7 Utilities - Regulated Electric names. DUK ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
447,934 | $52,305,253 | |
| 2 | XEL |
Xcel Energy Inc
|
501,050 | $40,234,315 | |
| 3 | NEE |
Nextera Energy Inc
|
89,801 | $7,881,833 | |
| 4 | SO |
Southern Co
|
29,606 | $2,833,590 | |
| 5 | DUK |
Duke Energy CORP
This page
|
21,451 | $2,715,267 | |
| 6 | D |
Dominion Energy, Inc
|
27,693 | $1,891,154 | |
| 7 | AEP |
American Electric Power Co Inc
|
7,752 | $1,060,551 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,715,267 | 21,451 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,529,106 | 19,315 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,035,000 | 17,362 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,145,330 | 17,336 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,879,976 | 15,932 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,224,122 | 18,235 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,498,340 | 13,907 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,602,439 | 13,898 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,407,630 | 14,044 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,404,519 | 14,523 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,409,408 | 14,524 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,306,248 | 14,800 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,303,652 | 14,527 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,101,695 | 21,786 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $3,809,085 | 36,985 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,118,937 | 12,029 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,229,913 | 11,472 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,648,101 | 14,760 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,328,348 | 12,663 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,123,651 | 11,514 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,174,669 | 11,899 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,249,387 | 12,943 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,283,121 | 14,014 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $1,231,515 | 13,906 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,121,575 | 14,039 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $1,160,304 | 14,346 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||