Position in DUK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,199,020
+$3,419,284 QoQ
Shares Held
41,073
+202.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#501
of 2,446 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Arax Advisory Partners holds $135,653,293 across 39 Utilities - Regulated Electric names. DUK ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
172,534 | $23,604,376 | |
| 2 | ES |
Eversource Energy
|
252,056 | $18,216,087 | |
| 3 | NEE |
Nextera Energy Inc
|
177,718 | $15,598,308 | |
| 4 | EIX |
Edison International
|
188,992 | $14,070,454 | |
| 5 | PCG |
PG&E Corp
|
581,298 | $9,777,432 | |
| 6 | SO |
Southern Co
|
94,918 | $9,084,601 | |
| 7 | DUK |
Duke Energy CORP
This page
|
41,073 | $5,199,020 | |
| 8 | ED |
Consolidated Edison Inc
|
45,071 | $4,986,204 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,199,020 | 41,073 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,779,736 | 13,592 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,423,199 | 20,674 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,747,126 | 22,199 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,555,240 | 13,180 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,069,188 | 8,766 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $812,467 | 7,541 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $246,280 | 2,136 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $209,981 | 2,095 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $193,322 | 1,999 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $165,549 | 1,706 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $154,012 | 1,745 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $151,122 | 1,684 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $176,250 | 1,827 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $178,481 | 1,733 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $166,226 | 1,787 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $168,855 | 1,575 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $173,631 | 1,555 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $159,552 | 1,521 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $145,994 | 1,496 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $145,908 | 1,478 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $131,388 | 1,435 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $129,297 | 1,460 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $116,000 | 1,452 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $116,790 | 1,444 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||