Position in DUK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$6,097,485
+$154,643 QoQ
Shares Held
48,171
+6.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#451
of 2,446 holders
Holding Since
Mar 2025
6 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, 2026Rice Partnership, LLC holds $7,641,095 across 2 Utilities - Regulated Electric names. DUK ranks #1 (79.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
48,171 | $6,097,485 | |
| 2 | NEE |
Nextera Energy Inc
|
17,587 | $1,543,610 |
All Filings in DUK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,097,485 | 48,171 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,942,842 | 45,386 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,861,050 | 41,473 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,792,071 | 30,643 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,489,142 | 29,569 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,582,836 | 21,176 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||