Position in DUK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$6,379,632
-$3,562 QoQ
Shares Held
50,400
+3.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#436
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $45,533,102 across 27 Utilities - Regulated Electric names. DUK ranks #2 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
88,052 | $10,113,652 | |
| 2 | DUK |
Duke Energy CORP
This page
|
50,400 | $6,379,632 | |
| 3 | PCG |
PG&E Corp
|
177,262 | $2,981,546 | |
| 4 | ES |
Eversource Energy
|
38,773 | $2,802,124 | |
| 5 | EIX |
Edison International
|
31,927 | $2,376,965 | |
| 6 | NEE |
Nextera Energy Inc
|
26,700 | $2,343,459 | |
| 7 | ED |
Consolidated Edison Inc
|
16,468 | $1,821,854 | |
| 8 | SO |
Southern Co
|
16,833 | $1,611,086 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,379,632 | 50,400 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $6,383,194 | 48,749 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,445,811 | 46,462 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,883,693 | 47,545 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $5,505,526 | 46,657 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,597,691 | 45,894 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,846,468 | 44,983 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,338,966 | 46,305 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,633,632 | 46,230 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,438,215 | 45,892 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $4,461,414 | 45,975 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $4,105,149 | 46,512 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $4,172,640 | 46,497 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,413,695 | 45,752 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $4,526,616 | 43,952 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,078,833 | 43,849 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,711,343 | 43,945 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $4,615,466 | 41,335 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $4,221,071 | 40,239 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,917,848 | 40,146 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,932,609 | 39,836 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,821,719 | 39,591 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $3,594,096 | 39,254 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $3,465,264 | 39,129 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $3,078,081 | 38,529 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $3,014,316 | 37,269 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||