Position in DUK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$403,283
-$13,891 QoQ
Shares Held
3,186
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,617
of 2,440 holders
Holding Since
Jun 2022
17 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, 2026SEARLE & CO. holds $7,946,106 across 8 Utilities - Regulated Electric names. DUK ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
32,904 | $2,887,984 | |
| 2 | AEP |
American Electric Power Co Inc
|
15,410 | $2,108,242 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
8,200 | $957,514 | |
| 4 | SO |
Southern Co
|
6,358 | $608,524 | |
| 5 | CNP |
Centerpoint Energy Inc
|
10,334 | $455,109 | |
| 6 | DUK |
Duke Energy CORP
This page
|
3,186 | $403,283 | |
| 7 | FE |
Firstenergy Corp
|
5,837 | $277,490 | |
| 8 | D |
Dominion Energy, Inc
|
3,631 | $247,960 |
All Filings in DUK
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,283 | 3,186 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $417,174 | 3,186 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $314,826 | 2,686 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $344,767 | 2,786 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $461,498 | 3,911 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $477,024 | 3,911 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $421,371 | 3,911 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $336,445 | 2,918 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $402,824 | 4,019 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $282,199 | 2,918 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $314,021 | 3,236 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $271,487 | 3,076 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $276,040 | 3,076 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $296,741 | 3,076 | Shares | Sole | 2023-06-01 | |
| 2022-12-31 | $308,970 | 3,000 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $279,060 | 3,000 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $321,630 | 3,000 | Shares | Sole | 2022-08-03 | |
| No filing history on record for this holder in this stock. | ||||||