Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,170,340
+$112,880 QoQ
Shares Held
17,146
+9.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#787
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cresset Asset Management, LLC holds $85,249,756 across 22 Utilities - Regulated Electric names. DUK ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
296,249 | $26,001,774 | |
| 2 | PPL |
PPL Corp
|
295,058 | $10,725,358 | |
| 3 | EXC |
Exelon Corp
|
220,583 | $10,283,579 | |
| 4 | ED |
Consolidated Edison Inc
|
77,546 | $8,578,913 | |
| 5 | XEL |
Xcel Energy Inc
|
87,465 | $7,023,439 | |
| 6 | ES |
Eversource Energy
|
84,891 | $6,135,072 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
19,059 | $2,225,519 | |
| 8 | DUK |
Duke Energy CORP
This page
|
17,146 | $2,170,340 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,170,340 | 17,146 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,057,460 | 15,713 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,717,360 | 14,652 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,378,698 | 11,141 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $1,224,958 | 10,381 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $1,717,337 | 14,080 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,537,988 | 14,275 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,938,986 | 51,509 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,841,909 | 48,308 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,421,309 | 35,377 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,238,030 | 33,368 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,046,823 | 34,521 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,267,191 | 25,264 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $658,214 | 6,823 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,117,956 | 10,855 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,129,169 | 12,139 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,375,933 | 12,834 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,343,716 | 12,034 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,344,713 | 12,819 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,072,806 | 10,993 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $953,042 | 9,654 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $871,665 | 9,030 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $733,487 | 8,011 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $717,424 | 8,101 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $733,470 | 9,181 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $779,197 | 9,634 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||