Position in DUK
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$16,285,007
+$1,591,093 QoQ
Shares Held
124,370
-0.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Guardian Partners Inc. holds $63,497,284 across 6 Utilities - Regulated Electric names. DUK ranks #2 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
307,724 | $17,167,921 | |
| 2 | DUK |
Duke Energy CORP
This page
|
124,370 | $16,285,007 | |
| 3 | NGG |
National Grid PLC
|
171,170 | $14,480,982 | |
| 4 | EMA |
Emera Inc
|
186,438 | $9,670,539 | |
| 5 | AEP |
American Electric Power Co Inc
|
41,959 | $5,499,985 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
4,853 | $392,850 |
All Filings in DUK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,285,007 | 124,370 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $14,693,914 | 125,364 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,240,183 | 123,153 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $14,606,276 | 123,782 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $15,247,347 | 125,009 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $13,471,378 | 125,036 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||