Position in DUK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$805,808
-$27,232 QoQ
Shares Held
6,366
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,200
of 2,446 holders
Holding Since
Mar 2020
21 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, 2026Joel Isaacson & Co., LLC holds $9,865,110 across 8 Utilities - Regulated Electric names. DUK ranks #3 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
46,746 | $4,102,896 | |
| 2 | ED |
Consolidated Edison Inc
|
22,363 | $2,474,018 | |
| 3 | DUK |
Duke Energy CORP
This page
|
6,366 | $805,808 | |
| 4 | D |
Dominion Energy, Inc
|
10,901 | $744,429 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,830 | $523,982 | |
| 6 | NGG |
National Grid PLC
|
5,734 | $475,176 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
5,156 | $418,460 | |
| 8 | SO |
Southern Co
|
3,347 | $320,341 |
All Filings in DUK
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $805,808 | 6,366 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $833,040 | 6,362 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $664,463 | 5,669 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $586,451 | 4,739 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $590,118 | 5,001 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $540,083 | 4,428 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $387,540 | 3,597 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $453,129 | 3,930 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $412,847 | 4,119 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $380,070 | 3,930 | Shares | Sole | 2024-04-30 | |
| 2022-09-30 | $217,852 | 2,342 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $251,085 | 2,342 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $261,507 | 2,342 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $245,675 | 2,342 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $228,555 | 2,342 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $231,202 | 2,342 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $251,460 | 2,605 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $238,513 | 2,605 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $230,698 | 2,605 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $208,113 | 2,605 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $210,692 | 2,605 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||