Edgestream Partners, L.P.

Position in DUK — Duke Energy CORP

CIK 1535061 Princeton, NJ

Position in DUK

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$12,679,518

+$6,091,141 QoQ

Shares Held

100,170

+99.1% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#296

of 2,452 holders

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Edgestream Partners, L.P. holds $104,108,024 across 20 Utilities - Regulated Electric names. DUK ranks #3 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEE	Ameren Corp	119,484	$13,506,471
2	EVRG	Evergy, Inc.	155,455	$13,435,975
3	DUK	Duke Energy CORP This page	100,170	$12,679,518
4	ED	Consolidated Edison Inc	114,406	$12,656,735
5	XEL	Xcel Energy Inc	125,508	$10,078,292
6	PNW	Pinnacle West Capital Corp	88,351	$9,453,557
7	CNP	Centerpoint Energy Inc	206,872	$9,110,642
8	POR	Portland General Electric Co /Or/	122,295	$6,338,549

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,679,518	100,170	+99.1%	Shares	Sole	2026-08-11
2026-03-31	$6,588,377	50,316	-32.8%	Shares	Sole	2026-05-18
2025-12-31	$8,780,435	74,912	-34.6%	Shares	Sole	2026-02-13
2025-09-30	$14,173,335	114,532	+45.5%	Shares	Sole	2025-11-12
2025-06-30	$9,288,960	78,720	+31.7%	Shares	Sole	2025-08-13
2025-03-31	$7,290,024	59,769	+1741.9%	Shares	Sole	2025-05-02
2024-12-31	$349,616	3,245	-93.3%	Shares	Sole	2025-02-07
2024-09-30	$5,578,675	48,384	+125.9%	Shares	Sole	2024-11-14
2024-06-30	$2,146,826	21,419	+566.0%	Shares	Sole	2024-08-09
2023-12-31	$312,080	3,216	-29.2%	Shares	Sole	2024-02-14
2022-03-31	$506,936	4,540	+50.0%	Shares	Sole	2022-05-13
2021-12-31	$317,427	3,026	-41.3%	Shares	Sole	2022-02-15
2020-12-31	$472,358	5,159	+57.1%	Shares	Sole	2021-02-11
2020-06-30	$262,278	3,283	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.