Position in DUK
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$340,313
+$18,689 QoQ
Shares Held
2,599
-5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
4 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, 2026Tandem Investment Advisors, Inc. holds $77,326,686 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
881,015 | $77,326,686 |
All Filings in DUK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $340,313 | 2,599 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $321,624 | 2,744 | Shares | Sole | 2026-02-09 | |
| 2021-09-30 | $200,937 | 2,059 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $226,463 | 2,294 | Shares | Sole | 2021-07-12 | |
| No filing history on record for this holder in this stock. | ||||||