Position in DUK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$956,565
-$29,675 QoQ
Shares Held
7,557
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,123
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, 2026Bigelow Investment Advisors, LLC holds $2,779,635 across 2 Utilities - Regulated Electric names. DUK ranks #2 (34.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
20,771 | $1,823,070 | |
| 2 | DUK |
Duke Energy CORP
This page
|
7,557 | $956,565 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $956,565 | 7,557 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $986,240 | 7,532 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $864,189 | 7,373 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $900,776 | 7,279 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $863,878 | 7,321 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $868,792 | 7,123 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $705,697 | 6,550 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $770,319 | 6,681 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $670,238 | 6,687 | Shares | Sole | 2024-10-15 | |
| 2024-03-31 | $647,086 | 6,691 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $637,164 | 6,566 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $568,041 | 6,436 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $577,566 | 6,436 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $594,448 | 6,162 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $683,029 | 6,632 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $646,861 | 6,954 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $640,150 | 5,971 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $605,420 | 5,422 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $568,767 | 5,422 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $529,132 | 5,422 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $822,337 | 8,330 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $804,094 | 8,330 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $743,100 | 8,116 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $701,572 | 7,922 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $580,560 | 7,267 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $281,543 | 3,481 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||