Position in DUK
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$31,818
+$3,336 QoQ
Shares Held
243
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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, 2026Lipe & Dalton holds $697,300 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
6,303 | $697,300 |
All Filings in DUK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,818 | 243 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $28,482 | 243 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $30,071 | 243 | Shares | Sole | 2026-01-26 | |
| 2025-06-30 | $28,674 | 243 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $41,835 | 343 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $36,954 | 343 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $39,547 | 343 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $34,378 | 343 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $33,171 | 343 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $33,284 | 343 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $30,273 | 343 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $30,780 | 343 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $33,089 | 343 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $35,325 | 343 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $22,603 | 243 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $26,052 | 243 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $27,133 | 243 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $47,309 | 451 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $23,714 | 243 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $23,988 | 243 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $23,456 | 243 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $22,249 | 243 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $19,653 | 243 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||