Position in DUK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$7,143,922
+$1,008,336 QoQ
Shares Held
56,438
+20.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#404
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, 2026Crossmark Global Holdings, Inc. holds $105,417,113 across 33 Utilities - Regulated Electric names. DUK ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
302,533 | $28,955,433 | |
| 2 | NGG |
National Grid PLC
|
133,089 | $11,029,085 | |
| 3 | NEE |
Nextera Energy Inc
|
120,103 | $10,541,440 | |
| 4 | CIG |
Energy Co Of Minas Gerais
|
4,027,980 | $8,458,758 | |
| 5 | DUK |
Duke Energy CORP
This page
|
56,438 | $7,143,922 | |
| 6 | ED |
Consolidated Edison Inc
|
28,421 | $3,144,215 | |
| 7 | FTS |
Fortis Inc.
|
53,607 | $3,067,928 | |
| 8 | AEP |
American Electric Power Co Inc
|
22,324 | $3,054,146 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,143,922 | 56,438 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $6,135,586 | 46,858 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,752,315 | 49,077 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,613,647 | 37,282 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,435,974 | 37,593 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,143,718 | 42,172 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,572,916 | 42,444 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $4,996,063 | 43,331 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,380,952 | 43,709 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,417,228 | 45,675 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,460,734 | 45,968 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,938,690 | 44,626 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,092,412 | 45,603 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,408,582 | 45,699 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,733,008 | 45,956 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $3,901,258 | 41,940 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,588,802 | 42,802 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $4,593,914 | 41,142 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $4,187,293 | 39,917 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $4,088,728 | 41,897 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $4,131,728 | 41,853 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $11,985,164 | 124,160 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $11,695,874 | 127,740 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $12,328,703 | 139,213 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $11,439,049 | 143,185 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $11,453,255 | 141,608 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||