Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,675,015
-$57,833 QoQ
Shares Held
21,133
+1.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#712
of 2,446 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026IEQ CAPITAL, LLC holds $285,890,957 across 27 Utilities - Regulated Electric names. DUK ranks #12 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
1,106,048 | $82,345,273 | |
| 2 | PCG |
PG&E Corp
|
4,324,529 | $72,738,577 | |
| 3 | ES |
Eversource Energy
|
595,400 | $43,029,558 | |
| 4 | DTE |
Dte Energy Co
|
115,133 | $17,542,815 | |
| 5 | FTS |
Fortis Inc.
|
274,795 | $15,726,517 | |
| 6 | ED |
Consolidated Edison Inc
|
63,797 | $7,057,862 | |
| 7 | POR |
Portland General Electric Co /Or/
|
133,023 | $6,894,582 | |
| 8 | OGE |
Oge Energy Corp.
|
129,675 | $6,309,985 |
All Filings in DUK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,675,015 | 21,133 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,732,848 | 20,871 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,288,759 | 19,527 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,129,636 | 25,290 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,382,706 | 28,667 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,156,068 | 50,472 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $3,620,171 | 33,601 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $6,136,149 | 53,219 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,869,974 | 48,588 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $4,339,860 | 44,875 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $3,674,710 | 37,868 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $2,378,606 | 26,950 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $3,934,560 | 43,844 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $4,422,570 | 45,844 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,238,931 | 31,449 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $2,559,444 | 27,515 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $3,187,352 | 29,730 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,170,558 | 19,439 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,811,098 | 17,265 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $1,632,094 | 16,724 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $582,842 | 5,904 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $388,629 | 4,026 | Shares | Other | 2021-05-04 | |
| 2020-06-30 | $479,499 | 6,002 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $914,428 | 11,306 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||