Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$602,014
-$94,586 QoQ
Shares Held
4,756
-10.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,363
of 2,440 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ATALANTA SOSNOFF CAPITAL, LLC holds $1,260,890 across 2 Utilities - Regulated Electric names. DUK ranks #2 (47.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
4,816 | $658,876 | |
| 2 | DUK |
Duke Energy CORP
This page
|
4,756 | $602,014 |
All Filings in DUK
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $602,014 | 4,756 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $696,600 | 5,320 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $622,736 | 5,313 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $414,067 | 3,346 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $404,386 | 3,427 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $402,744 | 3,302 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $302,749 | 2,810 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $338,751 | 2,938 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $294,475 | 2,938 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $296,222 | 3,063 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $300,532 | 3,097 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $291,964 | 3,308 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||