Position in DUK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,425,652
+$179,639 QoQ
Shares Held
19,163
+11.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#739
of 2,440 holders
Holding Since
Sep 2023
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, 2026NORDEN GROUP LLC holds $13,040,194 across 14 Utilities - Regulated Electric names. DUK ranks #2 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
20,013 | $2,737,978 | |
| 2 | DUK |
Duke Energy CORP
This page
|
19,163 | $2,425,652 | |
| 3 | NEE |
Nextera Energy Inc
|
11,974 | $1,050,957 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
8,780 | $1,025,240 | |
| 5 | PCG |
PG&E Corp
|
57,149 | $961,246 | |
| 6 | XEL |
Xcel Energy Inc
|
10,511 | $844,033 | |
| 7 | SO |
Southern Co
|
8,103 | $775,538 | |
| 8 | EXC |
Exelon Corp
|
16,088 | $750,022 |
All Filings in DUK
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,425,652 | 19,163 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,246,013 | 17,153 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,045,900 | 17,455 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,374,762 | 19,190 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,248,490 | 19,055 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,295,719 | 18,822 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,999,546 | 18,559 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,093,617 | 18,158 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $722,558 | 7,209 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $623,101 | 6,443 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $259,387 | 2,673 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $227,534 | 2,578 | Shares | Other | 2023-11-06 | |
| No filing history on record for this holder in this stock. | ||||||