Position in DUK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$374,043
+$43,944 QoQ
Shares Held
2,955
+17.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,669
of 2,446 holders
Holding Since
Dec 2024
7 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, 2026Rossby Financial, LCC holds $4,083,549 across 29 Utilities - Regulated Electric names. DUK ranks #3 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
16,892 | $1,153,554 | |
| 2 | NEE |
Nextera Energy Inc
|
12,578 | $1,103,971 | |
| 3 | DUK |
Duke Energy CORP
This page
|
2,955 | $374,043 | |
| 4 | ED |
Consolidated Edison Inc
|
3,283 | $363,198 | |
| 5 | EIX |
Edison International
|
2,765 | $205,854 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
2,349 | $190,644 | |
| 7 | EXC |
Exelon Corp
|
3,822 | $178,181 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
826 | $96,452 |
All Filings in DUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $374,043 | 2,955 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $330,099 | 2,521 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $159,991 | 1,365 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $161,370 | 1,304 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $152,456 | 1,292 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $182,711 | 1,498 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $201,258 | 1,868 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||