Position in DUK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$441,511
-$10,101 QoQ
Shares Held
3,488
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,561
of 2,446 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CRA Financial Services, LLC holds $5,147,447 across 7 Utilities - Regulated Electric names. DUK ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
28,334 | $2,486,875 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
13,158 | $1,067,903 | |
| 3 | DUK |
Duke Energy CORP
This page
|
3,488 | $441,511 | |
| 4 | PPL |
PPL Corp
|
10,566 | $384,074 | |
| 5 | EXC |
Exelon Corp
|
6,308 | $294,078 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,954 | $267,326 | |
| 7 | SO |
Southern Co
|
2,149 | $205,680 |
All Filings in DUK
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,511 | 3,488 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $451,612 | 3,449 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $397,224 | 3,389 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $429,041 | 3,467 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $398,368 | 3,376 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $409,819 | 3,360 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $362,006 | 3,360 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $364,348 | 3,160 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $316,726 | 3,160 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $305,603 | 3,160 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $299,659 | 3,088 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $309,792 | 3,510 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $314,897 | 3,509 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $338,416 | 3,508 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $358,405 | 3,480 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $308,082 | 3,312 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $375,449 | 3,502 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $421,181 | 3,772 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $395,682 | 3,772 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $368,011 | 3,771 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $286,485 | 2,902 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $280,033 | 2,901 | Shares | Sole | 2021-04-16 | |
| No filing history on record for this holder in this stock. | ||||||