Position in DUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$450,624
+$35,414 QoQ
Shares Held
3,560
+12.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,546
of 2,446 holders
Holding Since
Mar 2020
26 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, 2026Beaton Management Co. Inc. holds $3,937,545 across 6 Utilities - Regulated Electric names. DUK ranks #3 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
20,901 | $1,834,480 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
7,088 | $827,665 | |
| 3 | DUK |
Duke Energy CORP
This page
|
3,560 | $450,624 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,691 | $368,155 | |
| 5 | ED |
Consolidated Edison Inc
|
2,223 | $245,930 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
2,596 | $210,691 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $450,624 | 3,560 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $415,210 | 3,171 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $371,672 | 3,171 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $392,411 | 3,171 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $374,178 | 3,171 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $386,766 | 3,171 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $356,080 | 3,305 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $392,481 | 3,404 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $341,182 | 3,404 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $329,297 | 3,405 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $330,324 | 3,404 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $296,024 | 3,354 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $282,232 | 3,145 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $303,398 | 3,145 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $324,006 | 3,146 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $292,547 | 3,145 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $343,179 | 3,201 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $357,535 | 3,202 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $335,889 | 3,202 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $312,483 | 3,202 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $306,229 | 3,102 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $299,339 | 3,101 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $283,469 | 3,096 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $273,827 | 3,092 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $232,639 | 2,912 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $250,485 | 3,097 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||