Caprock Group, LLC

Position in DUK — Duke Energy CORP

CIK 1610769 BOISE, ID

Position in DUK

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$7,465,561

+$374,113 QoQ

Shares Held

58,979

+8.9% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#83

of 972 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Caprock Group, LLC holds $37,099,734 across 25 Utilities - Regulated Electric names. DUK ranks #1 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	58,979	$7,465,561
2	NEE	Nextera Energy Inc	42,810	$3,757,433
3	EXC	Exelon Corp	61,277	$2,856,733
4	ED	Consolidated Edison Inc	23,807	$2,633,768
5	SO	Southern Co	21,568	$2,064,273
6	AEP	American Electric Power Co Inc	14,774	$2,021,230
7	HE	Hawaiian Electric Industries Inc	130,257	$1,762,377
8	ES	Eversource Energy	24,030	$1,736,648

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,465,561	58,979	+8.9%	Shares	Sole	2026-07-27
2026-03-31	$7,091,448	54,158	+12.6%	Shares	Sole	2026-05-11
2025-12-31	$5,638,738	48,108	-0.3%	Shares	Sole	2026-01-28
2025-09-30	$5,970,690	48,248	+225.1%	Shares	Sole	2025-11-06
2025-03-31	$1,810,278	14,842	+25.5%	Shares	Sole	2025-05-15
2024-12-31	$1,274,348	11,828	+12.3%	Shares	Sole	2025-01-23
2024-09-30	$1,214,916	10,537	+25.1%	Shares	Sole	2024-11-07
2024-06-30	$844,137	8,422	+94.8%	Shares	Sole	2024-08-06
2024-03-31	$418,174	4,324	+14.3%	Shares	Sole	2024-04-29
2023-12-31	$367,102	3,783	+58.4%	Shares	Sole	2024-01-18
2023-09-30	$210,764	2,388	-32.6%	Shares	Sole	2023-10-18
2023-06-30	$318,128	3,545	+4.1%	Shares	Sole	2023-08-10
2021-06-30	$336,240	3,406	-27.9%	Shares	Sole	2021-08-13
2020-06-30	$377,160	4,721	-16.2%	Shares	Sole	2020-08-05
2020-03-31	$455,677	5,634	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.