Stokes Family Office, LLC
Family OfficePosition in DUK — Duke Energy CORP
CIK 1802278
NEW ORLEANS, LA
Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$237,970
-$55,859 QoQ
Shares Held
1,880
-16.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,981
of 2,446 holders
Holding Since
Dec 2020
23 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, 2026Stokes Family Office, LLC holds $2,119,762 across 5 Utilities - Regulated Electric names. DUK ranks #4 (11.2% of the industry book) .
All Filings in DUK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,970 | 1,880 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $293,829 | 2,244 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $302,753 | 2,583 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $233,268 | 1,885 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $219,480 | 1,860 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $248,696 | 2,039 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $249,094 | 2,312 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $271,877 | 2,358 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $286,056 | 2,854 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $255,604 | 2,643 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $255,894 | 2,637 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $290,728 | 3,294 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $285,373 | 3,180 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $264,617 | 2,743 | Shares | Other | 2023-05-08 | |
| 2022-12-31 | $449,551 | 4,365 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $252,549 | 2,715 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $294,077 | 2,743 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $297,908 | 2,668 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $264,977 | 2,526 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $241,925 | 2,479 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $235,545 | 2,386 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $216,709 | 2,245 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $207,658 | 2,268 | Shares | Other | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||