Position in DUK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$300,754
-$152,560 QoQ
Shares Held
2,376
-31.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,828
of 2,446 holders
Holding Since
Dec 2021
18 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, 2026Sterling Investment Counsel, LLC holds $4,217,581 across 9 Utilities - Regulated Electric names. DUK ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
13,355 | $1,827,097 | |
| 2 | EIX |
Edison International
|
4,987 | $371,282 | |
| 3 | ETR |
Entergy Corp /De/
|
3,050 | $350,323 | |
| 4 | ES |
Eversource Energy
|
4,549 | $328,756 | |
| 5 | DUK |
Duke Energy CORP
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|
2,376 | $300,754 | |
| 6 | D |
Dominion Energy, Inc
|
4,259 | $290,847 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
3,556 | $288,604 | |
| 8 | FE |
Firstenergy Corp
|
5,183 | $246,399 |
All Filings in DUK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,754 | 2,376 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $453,314 | 3,462 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $415,275 | 3,543 | Shares | Sole | 2026-01-27 | |
| 2025-06-30 | $385,034 | 3,263 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $433,481 | 3,554 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $351,555 | 3,263 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $376,223 | 3,263 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $327,050 | 3,263 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $379,393 | 3,923 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $352,837 | 3,636 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $308,998 | 3,501 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $314,179 | 3,501 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $333,400 | 3,456 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $402,278 | 3,906 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $363,336 | 3,906 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $418,762 | 3,906 | Shares | Sole | 2022-10-20 | |
| 2022-03-31 | $346,815 | 3,106 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $292,251 | 2,786 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||