Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,092,295
-$68,301 QoQ
Shares Held
48,130
+2.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#452
of 2,446 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SevenBridge Financial Group, LLC holds $12,291,841 across 5 Utilities - Regulated Electric names. DUK ranks #1 (49.6% of the industry book) .
All Filings in DUK
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,092,295 | 48,130 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,160,596 | 47,049 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,320,513 | 45,393 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,055,930 | 40,856 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,080,676 | 34,582 | Shares | Sole | 2025-09-04 | |
| 2025-03-31 | $3,572,257 | 29,288 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,465,414 | 22,883 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,738,493 | 15,078 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,371,848 | 13,687 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,012,263 | 10,467 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $838,425 | 8,640 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $809,785 | 9,175 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $918,309 | 10,233 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $996,052 | 10,325 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,032,577 | 10,026 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $595,607 | 6,403 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $648,406 | 6,048 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $597,715 | 5,353 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $365,156 | 3,481 | Shares | Sole | 2022-01-20 | |
| No filing history on record for this holder in this stock. | ||||||