Position in DUK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$263,286
+$7,953 QoQ
Shares Held
2,080
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,912
of 2,446 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Canopy Partners, LLC holds $1,467,077 across 4 Utilities - Regulated Electric names. DUK ranks #2 (17.9% of the industry book) .
All Filings in DUK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,286 | 2,080 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $255,333 | 1,950 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $130,571 | 1,114 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $135,011 | 1,091 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $94,400 | 800 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $90,135 | 739 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $71,108 | 660 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $71,716 | 622 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $61,140 | 610 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $58,993 | 610 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $245,414 | 2,529 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||