Position in DUK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$909,730
+$105,235 QoQ
Shares Held
7,187
+17.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,146
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, 2026Northstar Financial Companies, Inc. holds $7,515,040 across 6 Utilities - Regulated Electric names. DUK ranks #4 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
17,345 | $2,372,969 | |
| 2 | NEE |
Nextera Energy Inc
|
25,183 | $2,210,311 | |
| 3 | ED |
Consolidated Edison Inc
|
8,898 | $984,385 | |
| 4 | DUK |
Duke Energy CORP
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|
7,187 | $909,730 | |
| 5 | SO |
Southern Co
|
8,553 | $818,607 | |
| 6 | ETR |
Entergy Corp /De/
|
1,907 | $219,038 |
All Filings in DUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $909,730 | 7,187 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $804,495 | 6,144 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,195,190 | 10,197 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,625,456 | 13,135 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,190,502 | 10,089 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $893,918 | 7,329 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $717,548 | 6,660 | Shares | Sole | 2025-03-12 | |
| No filing history on record for this holder in this stock. | ||||||