Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,354,496
-$122,484 QoQ
Shares Held
26,501
-0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#637
of 2,446 holders
Holding Since
Dec 2021
19 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, 2026Stiles Financial Services Inc holds $12,443,546 across 8 Utilities - Regulated Electric names. DUK ranks #2 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
46,310 | $3,718,693 | |
| 2 | DUK |
Duke Energy CORP
This page
|
26,501 | $3,354,496 | |
| 3 | NEE |
Nextera Energy Inc
|
30,557 | $2,681,987 | |
| 4 | SO |
Southern Co
|
15,717 | $1,504,274 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,299 | $451,336 | |
| 6 | CMS |
Cms Energy Corp
|
3,396 | $259,794 | |
| 7 | EXC |
Exelon Corp
|
5,527 | $257,668 | |
| 8 | DTE |
Dte Energy Co
|
1,413 | $215,298 |
All Filings in DUK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,354,496 | 26,501 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,476,980 | 26,554 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,981,001 | 25,433 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,983,983 | 24,113 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,768,634 | 23,463 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,764,572 | 22,666 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,434,062 | 22,592 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,490,710 | 21,602 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,081,376 | 20,766 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,008,569 | 20,769 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,945,943 | 20,053 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,277,033 | 14,469 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,179,722 | 13,146 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,117,894 | 11,588 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,171,305 | 11,373 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,050,102 | 11,289 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,150,899 | 10,735 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,189,737 | 10,655 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,054,035 | 10,048 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||