Position in DUK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,053,995
+$694,719 QoQ
Shares Held
24,127
+33.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#659
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SWS Partners holds $6,114,352 across 2 Utilities - Regulated Electric names. DUK ranks #2 (49.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
27,663 | $3,060,357 | |
| 2 | DUK |
Duke Energy CORP
This page
|
24,127 | $3,053,995 |
All Filings in DUK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,053,995 | 24,127 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,359,276 | 18,018 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,028,905 | 17,310 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,074,050 | 16,760 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,896,968 | 16,076 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,044,461 | 16,762 | Shares | Sole | 2025-05-27 | |
| 2024-12-31 | $1,871,551 | 17,371 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,917,093 | 16,627 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,415,943 | 24,104 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,404,113 | 24,859 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,217,752 | 22,854 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,082,582 | 23,596 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,189,117 | 24,394 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $2,255,179 | 23,377 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,361,045 | 22,925 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,944,676 | 20,906 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,122,436 | 19,797 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,240,122 | 20,062 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,074,187 | 19,773 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,813,612 | 18,584 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,624,141 | 16,452 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,662,053 | 17,218 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,615,576 | 17,645 | Shares | Sole | 2021-03-31 | |
| 2020-09-30 | $1,413,063 | 15,956 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,033,696 | 12,939 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,380,702 | 17,071 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||