Position in DUK
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$168,477
-$31,992 QoQ
Shares Held
1,331
-13.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,128
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, 2026West Branch Capital LLC holds $350,159 across 9 Utilities - Regulated Electric names. DUK ranks #1 (48.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
1,331 | $168,477 | |
| 2 | NEE |
Nextera Energy Inc
|
850 | $74,604 | |
| 3 | ED |
Consolidated Edison Inc
|
450 | $49,783 | |
| 4 | ES |
Eversource Energy
|
478 | $34,545 | |
| 5 | SO |
Southern Co
|
156 | $14,930 | |
| 6 | AEP |
American Electric Power Co Inc
|
50 | $6,840 | |
| 7 | D |
Dominion Energy, Inc
|
6 | $409 | |
| 8 | EVRG |
Evergy, Inc.
|
4 | $345 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $168,477 | 1,331 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $200,469 | 1,531 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $190,349 | 1,624 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $213,345 | 1,724 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $216,884 | 1,838 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $241,256 | 1,978 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $219,143 | 2,034 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $234,520 | 2,034 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $203,567 | 2,031 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $196,418 | 2,031 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $264,434 | 2,725 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $250,746 | 2,841 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $254,951 | 2,841 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $278,315 | 2,885 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $299,391 | 2,907 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $270,409 | 2,907 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $311,659 | 2,907 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $310,414 | 2,780 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $308,510 | 2,941 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $303,212 | 3,107 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $306,723 | 3,107 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $299,918 | 3,107 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $284,476 | 3,107 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $263,023 | 2,970 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $239,670 | 3,000 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $241,912 | 2,991 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||