Position in DUK
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$865,906
+$88,335 QoQ
Shares Held
6,613
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Claris Financial LLC holds $4,419,160 across 8 Utilities - Regulated Electric names. DUK ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
15,742 | $973,170 | |
| 2 | DUK |
Duke Energy CORP
This page
|
6,613 | $865,906 | |
| 3 | NEE |
Nextera Energy Inc
|
6,806 | $632,141 | |
| 4 | SO |
Southern Co
|
4,644 | $448,238 | |
| 5 | ED |
Consolidated Edison Inc
|
3,846 | $435,290 | |
| 6 | DTE |
Dte Energy Co
|
2,884 | $421,698 | |
| 7 | AEP |
American Electric Power Co Inc
|
2,720 | $356,537 | |
| 8 | ETR |
Entergy Corp /De/
|
2,547 | $286,180 |
All Filings in DUK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $865,906 | 6,613 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $777,571 | 6,634 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $816,502 | 6,598 | Shares | Sole | 2026-04-07 | |
| 2025-06-30 | $636,846 | 5,397 | Shares | Sole | 2025-08-26 | |
| 2025-03-31 | $815,245 | 6,684 | Shares | Sole | 2025-06-18 | |
| 2024-12-31 | $720,132 | 6,684 | Shares | Sole | 2025-06-17 | |
| No filing history on record for this holder in this stock. | ||||||