Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,214,643
-$242,838 QoQ
Shares Held
17,496
-6.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#780
of 2,446 holders
Holding Since
Dec 2022
12 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, 2026Callan Family Office, LLC holds $37,859,405 across 27 Utilities - Regulated Electric names. DUK ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
59,341 | $5,208,359 | |
| 2 | SO |
Southern Co
|
44,553 | $4,264,167 | |
| 3 | NGG |
National Grid PLC
|
45,669 | $3,784,590 | |
| 4 | ETR |
Entergy Corp /De/
|
28,293 | $3,249,733 | |
| 5 | AEP |
American Electric Power Co Inc
|
17,412 | $2,382,135 | |
| 6 | DUK |
Duke Energy CORP
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|
17,496 | $2,214,643 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
20,285 | $1,646,330 | |
| 8 | XEL |
Xcel Energy Inc
|
20,129 | $1,616,358 |
All Filings in DUK
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,214,643 | 17,496 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,457,481 | 18,768 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,294,268 | 19,574 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,033,707 | 16,434 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,031,488 | 17,216 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,000,032 | 8,199 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,316,798 | 12,222 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $272,799 | 2,366 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $225,417 | 2,249 | Shares | Sole | 2024-07-26 | |
| 2023-06-30 | $433,982 | 4,836 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $482,350 | 5,000 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $326,478 | 3,170 | Shares | Sole | 2023-02-23 | |
| No filing history on record for this holder in this stock. | ||||||