Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,160,992
-$261,775 QoQ
Shares Held
119,774
+1.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#276
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, 2026Stonebridge Capital Advisors LLC holds $19,043,825 across 6 Utilities - Regulated Electric names. DUK ranks #1 (79.6% of the industry book) .
All Filings in DUK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,160,992 | 119,774 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $15,422,767 | 117,785 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $13,803,235 | 117,765 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $14,194,496 | 114,703 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,516,900 | 114,550 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $14,137,664 | 115,911 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $12,302,184 | 114,184 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,010,221 | 112,838 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,915,447 | 108,904 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,991,206 | 103,311 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,364,165 | 96,498 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,855,581 | 89,005 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,792,349 | 31,116 | Shares | Sole | 2023-08-23 | |
| 2023-03-31 | $2,861,300 | 29,660 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,760,646 | 26,805 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,883,561 | 20,249 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,061,112 | 19,225 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,048,514 | 18,346 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,860,191 | 17,733 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,636,974 | 16,774 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,457,403 | 14,763 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,425,072 | 14,763 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,353,073 | 14,778 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $1,252,681 | 14,145 | Shares | Sole | 2020-11-18 | |
| 2020-06-30 | $1,150,096 | 14,396 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,137,172 | 14,060 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||