Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$223,666
-$7,704 QoQ
Shares Held
1,767
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,020
of 2,446 holders
Holding Since
Mar 2025
6 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, 2026REGATTA CAPITAL GROUP, LLC holds $519,626 across 2 Utilities - Regulated Electric names. DUK ranks #2 (43.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
3,372 | $295,960 | |
| 2 | DUK |
Duke Energy CORP
This page
|
1,767 | $223,666 |
All Filings in DUK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,666 | 1,767 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $231,370 | 1,767 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $205,937 | 1,757 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $229,556 | 1,855 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $218,890 | 1,855 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $203,445 | 1,668 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||