Position in DUK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,874,649
-$69,024 QoQ
Shares Held
14,810
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#835
of 2,440 holders
Holding Since
Mar 2020
26 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, 2026Parcion Private Wealth LLC holds $16,652,101 across 17 Utilities - Regulated Electric names. DUK ranks #2 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNW |
Pinnacle West Capital Corp
|
24,076 | $2,576,132 | |
| 2 | DUK |
Duke Energy CORP
This page
|
14,810 | $1,874,649 | |
| 3 | EIX |
Edison International
|
22,418 | $1,669,020 | |
| 4 | PCG |
PG&E Corp
|
97,381 | $1,637,948 | |
| 5 | DTE |
Dte Energy Co
|
8,651 | $1,318,152 | |
| 6 | ES |
Eversource Energy
|
17,969 | $1,298,619 | |
| 7 | AEP |
American Electric Power Co Inc
|
8,378 | $1,146,194 | |
| 8 | ETR |
Entergy Corp /De/
|
8,261 | $948,858 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,874,649 | 14,810 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,943,673 | 14,844 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,733,418 | 14,789 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,835,212 | 14,830 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,741,326 | 14,757 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,798,203 | 14,743 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,588,410 | 14,743 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,699,867 | 14,743 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,478,592 | 14,752 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,370,187 | 14,168 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,387,477 | 14,298 | Shares | Other | 2024-01-23 | |
| 2023-09-30 | $1,261,940 | 14,298 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,266,231 | 14,110 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,376,433 | 14,268 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,469,461 | 14,268 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,327,209 | 14,268 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,529,672 | 14,268 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,593,164 | 14,268 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,506,678 | 14,363 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $1,410,956 | 14,458 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,417,915 | 14,363 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,386,460 | 14,363 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $1,315,076 | 14,363 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,271,987 | 14,363 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $1,147,460 | 14,363 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,157,069 | 14,306 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||