Position in DUK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$350,626
+$4,683 QoQ
Shares Held
2,770
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,710
of 2,446 holders
Holding Since
Jun 2025
5 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, 2026REXFORD CAPITAL INC holds $1,933,319 across 7 Utilities - Regulated Electric names. DUK ranks #3 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
5,406 | $739,594 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
3,086 | $360,352 | |
| 3 | DUK |
Duke Energy CORP
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|
2,770 | $350,626 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
3,663 | $297,289 | |
| 5 | NEE |
Nextera Energy Inc
|
1,583 | $138,939 | |
| 6 | CNP |
Centerpoint Energy Inc
|
916 | $40,340 | |
| 7 | EIX |
Edison International
|
83 | $6,179 |
All Filings in DUK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,626 | 2,770 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $345,943 | 2,642 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $284,234 | 2,425 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $299,227 | 2,418 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $277,418 | 2,351 | Shares | Sole | 2025-08-18 | |
| No filing history on record for this holder in this stock. | ||||||