Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,236,415
+$109,165 QoQ
Shares Held
17,668
+8.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#774
of 2,446 holders
Holding Since
Jun 2023
13 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, 2026MITCHELL MCLEOD PUGH & WILLIAMS INC holds $12,374,382 across 8 Utilities - Regulated Electric names. DUK ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
72,692 | $6,957,351 | |
| 2 | DUK |
Duke Energy CORP
This page
|
17,668 | $2,236,415 | |
| 3 | NEE |
Nextera Energy Inc
|
17,005 | $1,492,528 | |
| 4 | EIX |
Edison International
|
6,858 | $510,578 | |
| 5 | IDA |
Idacorp Inc
|
2,441 | $369,323 | |
| 6 | ETR |
Entergy Corp /De/
|
2,563 | $294,386 | |
| 7 | AEP |
American Electric Power Co Inc
|
2,110 | $288,669 | |
| 8 | ED |
Consolidated Edison Inc
|
2,035 | $225,132 |
All Filings in DUK
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,236,415 | 17,668 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,127,250 | 16,246 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $1,903,489 | 16,240 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $2,009,080 | 16,235 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $1,948,888 | 16,516 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $2,021,042 | 16,570 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $1,767,905 | 16,409 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,935,541 | 16,787 | Shares | Other | 2024-11-04 | |
| 2024-06-30 | $1,681,458 | 16,776 | Shares | Other | 2024-07-31 | |
| 2024-03-31 | $1,622,019 | 16,772 | Shares | Other | 2024-05-01 | |
| 2023-12-31 | $1,633,959 | 16,838 | Shares | Other | 2024-02-05 | |
| 2023-09-30 | $1,508,980 | 17,097 | Shares | Other | 2023-10-20 | |
| 2023-06-30 | $1,418,071 | 15,802 | Shares | Other | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||