Position in DUK
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$957,040
+$146,182 QoQ
Shares Held
7,309
+5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 86%
Shared 9%
None 4%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Gryphon Financial Partners LLC holds $9,096,040 across 6 Utilities - Regulated Electric names. DUK ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
30,923 | $4,053,386 | |
| 2 | NEE |
Nextera Energy Inc
|
33,714 | $3,131,356 | |
| 3 | DUK |
Duke Energy CORP
This page
|
7,309 | $957,040 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
3,056 | $353,793 | |
| 5 | KEP |
Korea Electric Power Corp
|
22,204 | $316,407 | |
| 6 | SO |
Southern Co
|
2,943 | $284,058 |
All Filings in DUK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $957,040 | 7,309 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $810,858 | 6,918 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $834,446 | 6,743 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $868,362 | 7,359 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $751,090 | 6,158 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $599,141 | 5,561 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $583,301 | 5,059 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $467,672 | 4,666 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $385,194 | 3,983 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $424,451 | 4,374 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $184,374 | 2,089 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $255,040 | 2,842 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $271,176 | 2,811 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $264,477 | 2,568 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $284,640 | 3,060 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $301,366 | 2,811 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $313,094 | 2,804 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $291,936 | 2,783 | Shares | Other | 2022-02-01 | |
| 2021-09-30 | $285,547 | 2,926 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $293,000 | 2,968 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $272,406 | 2,822 | Shares | Other | 2021-05-05 | |
| 2020-12-31 | $245,562 | 2,682 | Shares | Other | 2021-02-10 | |
| 2020-09-30 | $234,328 | 2,646 | Shares | Other | 2020-11-16 | |
| 2020-03-31 | $204,544 | 2,529 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||