Position in DUK
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$38,410,193
-$420,456 QoQ
Shares Held
303,446
+2.3% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#166
of 2,452 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 19%
Shared 4%
None 77%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Corient Private Wealth LLC holds $535,341,028 across 37 Utilities - Regulated Electric names. DUK ranks #2 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,531,453 | $222,185,628 | |
| 2 | DUK |
Duke Energy CORP
This page
|
303,446 | $38,410,193 | |
| 3 | SO |
Southern Co
|
243,080 | $23,265,186 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
189,670 | $22,147,765 | |
| 5 | ED |
Consolidated Edison Inc
|
190,497 | $21,074,682 | |
| 6 | AEP |
American Electric Power Co Inc
|
131,046 | $17,928,402 | |
| 7 | D |
Dominion Energy, Inc
|
234,988 | $16,047,330 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
163,409 | $13,262,274 |
All Filings in DUK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,410,193 | 303,446 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $38,830,649 | 296,553 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $39,372,597 | 335,915 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $42,212,113 | 341,108 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $38,216,542 | 323,869 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $39,081,382 | 320,418 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $34,448,031 | 319,733 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $36,922,634 | 320,231 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $34,337,294 | 342,585 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $31,704,245 | 327,828 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $33,396,509 | 344,152 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $31,343,243 | 355,124 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $30,552,340 | 340,454 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $12,957,078 | 134,312 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $9,790,331 | 95,061 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||