Position in DUK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$12,088,010
+$408,818 QoQ
Shares Held
95,497
+7.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#303
of 2,446 holders
Holding Since
Mar 2021
22 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, 2026TECTONIC ADVISORS LLC holds $30,520,084 across 9 Utilities - Regulated Electric names. DUK ranks #2 (39.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
113,314 | $12,535,927 | |
| 2 | DUK |
Duke Energy CORP
This page
|
95,497 | $12,088,010 | |
| 3 | XEL |
Xcel Energy Inc
|
13,257 | $1,064,537 | |
| 4 | AEE |
Ameren Corp
|
8,569 | $968,639 | |
| 5 | DTE |
Dte Energy Co
|
5,803 | $884,203 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
10,321 | $837,652 | |
| 7 | OGE |
Oge Energy Corp.
|
15,860 | $771,747 | |
| 8 | NEE |
Nextera Energy Inc
|
7,847 | $688,731 |
All Filings in DUK
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,088,010 | 95,497 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $11,679,192 | 89,195 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $10,017,821 | 85,469 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $9,784,788 | 79,069 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $8,604,914 | 72,923 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $8,023,186 | 65,780 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,593,364 | 61,197 | Shares | Other | 2025-01-27 | |
| 2024-09-30 | $6,208,904 | 53,850 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $4,743,684 | 47,328 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $4,278,643 | 44,242 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,913,234 | 40,326 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $3,346,024 | 37,911 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,952,625 | 32,902 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $2,781,711 | 28,835 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,292,144 | 22,256 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,563,758 | 16,811 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,442,724 | 13,457 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,184,488 | 10,608 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $909,587 | 8,671 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $425,491 | 4,360 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $321,135 | 3,253 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $264,878 | 2,744 | Shares | Defined | 2021-05-18 | |
| No filing history on record for this holder in this stock. | ||||||