Position in DUK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$13,106,472
-$3,178,535 QoQ
Shares Held
103,543
-16.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#293
of 2,452 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Guardian Partners Inc. holds $54,133,962 across 8 Utilities - Regulated Electric names. DUK ranks #2 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
289,159 | $16,548,569 | |
| 2 | DUK |
Duke Energy CORP
This page
|
103,543 | $13,106,472 | |
| 3 | NGG |
National Grid PLC
|
143,310 | $11,876,099 | |
| 4 | EMA |
Emera Inc
|
160,710 | $8,520,844 | |
| 5 | AEP |
American Electric Power Co Inc
|
26,518 | $3,627,927 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
4,853 | $393,869 | |
| 7 | NEE |
Nextera Energy Inc
|
364 | $31,948 | |
| 8 | SO |
Southern Co
|
295 | $28,234 |
All Filings in DUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,106,472 | 103,543 | Shares | Sole | 2026-07-29 | |
| 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. | ||||||