Position in DUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,429,214
+$157,001 QoQ
Shares Held
11,291
+16.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#967
of 2,446 holders
Holding Since
Sep 2020
21 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Hexagon Capital Partners LLC holds $7,504,808 across 12 Utilities - Regulated Electric names. DUK ranks #1 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
11,291 | $1,429,214 | |
| 2 | NEE |
Nextera Energy Inc
|
15,462 | $1,357,099 | |
| 3 | SO |
Southern Co
|
8,777 | $840,046 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,904 | $670,916 | |
| 5 | EXC |
Exelon Corp
|
13,083 | $609,929 | |
| 6 | ED |
Consolidated Edison Inc
|
5,138 | $568,416 | |
| 7 | FE |
Firstenergy Corp
|
10,412 | $494,986 | |
| 8 | D |
Dominion Energy, Inc
|
7,135 | $487,249 |
All Filings in DUK
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,429,214 | 11,291 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,272,213 | 9,716 | Shares | Sole | 2026-05-05 | |
| 2025-03-31 | $1,038,086 | 8,511 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $877,434 | 8,144 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $905,912 | 7,857 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $826,897 | 8,250 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $805,787 | 8,332 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $830,662 | 8,560 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $662,567 | 7,507 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $567,156 | 6,320 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $510,615 | 5,293 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $561,707 | 5,454 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $514,028 | 5,526 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $373,626 | 3,485 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $363,564 | 3,256 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $357,499 | 3,408 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $347,908 | 3,565 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $341,966 | 3,464 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $334,283 | 3,463 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $339,870 | 3,712 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $349,634 | 3,948 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||