Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$205,439
-$38,270 QoQ
Shares Held
1,623
-35.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,091
of 2,446 holders
Holding Since
Dec 2023
3 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, 2026Stonebrook Private Inc. holds $3,940,510 across 10 Utilities - Regulated Electric names. DUK ranks #10 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
6,138 | $935,247 | |
| 2 | NEE |
Nextera Energy Inc
|
9,430 | $827,671 | |
| 3 | ETR |
Entergy Corp /De/
|
4,765 | $547,307 | |
| 4 | ED |
Consolidated Edison Inc
|
2,846 | $314,852 | |
| 5 | PCG |
PG&E Corp
|
14,598 | $245,538 | |
| 6 | ES |
Eversource Energy
|
3,066 | $221,579 | |
| 7 | SO |
Southern Co
|
2,284 | $218,601 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
1,822 | $212,754 |
All Filings in DUK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,439 | 1,623 | Shares | Sole | 2026-08-14 | |
| 2024-03-31 | $243,709 | 2,520 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $260,552 | 2,685 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||