Position in DUK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,572,376
+$10,786 QoQ
Shares Held
12,422
+4.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#917
of 2,452 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, 2026Carnegie Investment Counsel holds $120,056,382 across 14 Utilities - Regulated Electric names. DUK ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
649,377 | $49,540,971 | |
| 2 | NEE |
Nextera Energy Inc
|
406,002 | $35,634,795 | |
| 3 | SO |
Southern Co
|
207,587 | $19,868,151 | |
| 4 | AEP |
American Electric Power Co Inc
|
51,553 | $7,052,965 | |
| 5 | DTE |
Dte Energy Co
|
11,995 | $1,827,678 | |
| 6 | DUK |
Duke Energy CORP
This page
|
12,422 | $1,572,376 | |
| 7 | ETR |
Entergy Corp /De/
|
9,102 | $1,045,455 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
8,301 | $969,307 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,572,376 | 12,422 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,561,590 | 11,926 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,403,355 | 11,973 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,365,086 | 11,031 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,262,364 | 10,698 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $965,392 | 7,915 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $652,473 | 6,056 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $701,254 | 6,082 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $613,507 | 6,121 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $720,682 | 7,452 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $818,823 | 8,438 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $730,528 | 8,277 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $710,651 | 7,919 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,397,560 | 14,487 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,492,531 | 14,492 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,309,256 | 14,075 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,647,817 | 15,370 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,690,085 | 15,136 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,601,927 | 15,271 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,481,806 | 15,184 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,404,686 | 14,229 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $1,379,703 | 14,293 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $1,289,164 | 14,080 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,249,758 | 14,112 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,161,760 | 14,542 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $1,135,312 | 14,037 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||