Position in DUK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$682,392
-$19,577 QoQ
Shares Held
5,391
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,302
of 2,446 holders
Holding Since
Mar 2020
24 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, 2026Crewe Advisors LLC holds $3,321,377 across 23 Utilities - Regulated Electric names. DUK ranks #1 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
5,391 | $682,392 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
4,494 | $524,764 | |
| 3 | NWE |
NorthWestern Energy Group, Inc.
|
5,970 | $427,571 | |
| 4 | NEE |
Nextera Energy Inc
|
3,830 | $336,159 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
2,618 | $280,126 | |
| 6 | PPL |
PPL Corp
|
7,270 | $264,264 | |
| 7 | ETR |
Entergy Corp /De/
|
1,456 | $167,236 | |
| 8 | AEP |
American Electric Power Co Inc
|
1,172 | $160,341 |
All Filings in DUK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $682,392 | 5,391 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $701,969 | 5,361 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $621,330 | 5,301 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $649,316 | 5,247 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $613,600 | 5,200 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $627,413 | 5,144 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $550,551 | 5,110 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $628,615 | 5,452 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $542,344 | 5,411 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $519,622 | 5,373 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $467,096 | 5,205 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $498,267 | 5,165 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $539,049 | 5,234 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $519,237 | 5,582 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $583,007 | 5,438 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $531,389 | 4,759 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $462,713 | 4,411 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $421,588 | 4,320 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $423,212 | 4,287 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $413,824 | 4,287 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $392,517 | 4,287 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $386,210 | 4,361 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $342,488 | 4,287 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $327,240 | 4,046 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||