Position in DUK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,217,283
-$170,527 QoQ
Shares Held
25,417
-1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#646
of 2,446 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, 2026NAPLES GLOBAL ADVISORS, LLC holds $26,108,900 across 11 Utilities - Regulated Electric names. DUK ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
108,309 | $9,506,280 | |
| 2 | SO |
Southern Co
|
77,465 | $7,414,175 | |
| 3 | DUK |
Duke Energy CORP
This page
|
25,417 | $3,217,283 | |
| 4 | NWE |
NorthWestern Energy Group, Inc.
|
28,262 | $2,024,124 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
12,228 | $1,308,396 | |
| 6 | CNP |
Centerpoint Energy Inc
|
19,149 | $843,321 | |
| 7 | EMA |
Emera Inc
|
11,866 | $629,135 | |
| 8 | EVRG |
Evergy, Inc.
|
5,670 | $490,058 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,217,283 | 25,417 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,387,810 | 25,873 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,932,828 | 25,022 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,076,177 | 24,858 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,912,830 | 24,685 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $3,020,099 | 24,761 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,743,706 | 25,466 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,951,795 | 25,601 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,526,196 | 25,204 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,455,853 | 25,394 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,412,317 | 24,859 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $2,185,229 | 24,759 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $2,188,668 | 24,389 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,249,005 | 23,313 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $2,375,773 | 23,068 | Shares | Sole | 2023-04-17 | |
| 2022-09-30 | $1,832,400 | 19,699 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,097,778 | 19,567 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,173,685 | 19,467 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $2,012,401 | 19,184 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,908,177 | 19,553 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,899,866 | 19,245 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,857,430 | 19,242 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,713,270 | 18,712 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,557,150 | 17,583 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,265,457 | 15,840 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,180,605 | 14,597 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||