Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$105,385,947
-$466,338 QoQ
Shares Held
832,564
+3.0% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#79
of 2,440 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 14%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,148,550,116 across 33 Utilities - Regulated Electric names. DUK ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,810,386 | $246,667,576 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,115,814 | $152,654,512 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
1,244,577 | $145,329,254 | |
| 4 | DUK |
Duke Energy CORP
This page
|
832,564 | $105,385,947 | |
| 5 | SO |
Southern Co
|
1,067,608 | $102,180,758 | |
| 6 | ETR |
Entergy Corp /De/
|
312,662 | $35,912,353 | |
| 7 | ES |
Eversource Energy
|
453,705 | $32,789,257 | |
| 8 | NGG |
National Grid PLC
|
372,089 | $30,835,014 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,385,947 | 832,564 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $105,852,285 | 808,403 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $95,279,538 | 812,896 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $101,059,445 | 816,642 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $95,140,686 | 806,277 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $93,089,331 | 763,215 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $77,197,970 | 716,521 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $81,342,996 | 705,490 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $76,751,921 | 765,758 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $74,538,165 | 770,739 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $71,894,798 | 740,878 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $65,818,303 | 745,732 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $65,029,100 | 724,639 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $60,774,746 | 629,986 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $65,014,701 | 631,272 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $115,393,075 | 1,240,519 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $128,790,621 | 1,201,293 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $62,066,097 | 555,849 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $56,460,534 | 538,232 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $50,917,970 | 521,754 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $54,762,450 | 554,725 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $53,468,929 | 553,910 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $99,476,916 | 1,086,467 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $100,128,236 | 1,130,626 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $89,339,864 | 1,118,286 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $88,625,470 | 1,095,765 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||