Position in DUK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$36,809,970
+$35,823,076 QoQ
Shares Held
290,804
+3758.4% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
5.01%
of 13F equity value
Holder Rank
#167
of 2,440 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, 2026Mayflower Financial Advisors, LLC holds $61,627,385 across 6 Utilities - Regulated Electric names. DUK ranks #1 (59.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
290,804 | $36,809,970 | |
| 2 | NEE |
Nextera Energy Inc
|
134,109 | $11,770,746 | |
| 3 | SO |
Southern Co
|
103,571 | $9,912,780 | |
| 4 | ED |
Consolidated Edison Inc
|
19,340 | $2,139,584 | |
| 5 | AEP |
American Electric Power Co Inc
|
4,373 | $598,270 | |
| 6 | NGG |
National Grid PLC
|
4,779 | $396,035 |
All Filings in DUK
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,809,970 | 290,804 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $986,894 | 7,537 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $864,658 | 7,377 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $910,923 | 7,361 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $863,170 | 7,315 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $865,865 | 7,099 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $762,260 | 7,075 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $810,674 | 7,031 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $704,215 | 7,026 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $703,565 | 7,275 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $27,788,374 | 286,360 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $25,294,345 | 286,589 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $25,699,830 | 286,381 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $27,630,937 | 286,420 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $29,471,103 | 286,155 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $26,614,882 | 286,120 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $30,672,137 | 286,094 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $31,938,333 | 286,032 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $28,888,935 | 275,395 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $26,855,889 | 275,191 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $27,283,641 | 276,374 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $26,754,447 | 277,162 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $25,375,304 | 277,144 | Shares | Sole | 2021-04-12 | |
| No filing history on record for this holder in this stock. | ||||||