Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$696,696
-$78,075 QoQ
Shares Held
5,504
-7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,288
of 2,440 holders
Holding Since
Mar 2020
26 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, 2026NorthRock Partners, LLC holds $9,302,638 across 11 Utilities - Regulated Electric names. DUK ranks #7 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
21,955 | $2,101,313 | |
| 2 | NEE |
Nextera Energy Inc
|
15,718 | $1,379,568 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
9,116 | $1,064,475 | |
| 4 | PCG |
PG&E Corp
|
57,574 | $968,394 | |
| 5 | XEL |
Xcel Energy Inc
|
11,865 | $952,759 | |
| 6 | MGEE |
Mge Energy Inc
|
9,369 | $763,948 | |
| 7 | DUK |
Duke Energy CORP
This page
|
5,504 | $696,696 | |
| 8 | ES |
Eversource Energy
|
5,538 | $400,231 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $696,696 | 5,504 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $774,771 | 5,917 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $743,580 | 6,344 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,572,615 | 12,708 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,094,686 | 9,277 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $898,552 | 7,367 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $735,540 | 6,827 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $722,815 | 6,269 | Shares | Sole | 2025-04-22 | |
| 2024-06-30 | $630,246 | 6,288 | Shares | Sole | 2025-04-22 | |
| 2024-03-31 | $622,812 | 6,440 | Shares | Sole | 2025-04-22 | |
| 2023-12-31 | $710,332 | 7,320 | Shares | Sole | 2025-04-22 | |
| 2023-09-30 | $433,533 | 4,912 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $467,096 | 5,205 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $673,939 | 6,986 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $652,441 | 6,335 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $720,811 | 7,749 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $868,401 | 8,100 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $559,751 | 5,013 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $550,095 | 5,244 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $471,652 | 4,833 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $407,220 | 4,125 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $353,106 | 3,658 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $343,350 | 3,750 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $347,775 | 3,927 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $313,967 | 3,930 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $296,506 | 3,666 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||