Position in DUK
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,853,004
-$99,049 QoQ
Shares Held
14,639
-1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#841
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CITY HOLDING CO holds $20,818,032 across 12 Utilities - Regulated Electric names. DUK ranks #3 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
83,990 | $7,371,801 | |
| 2 | SO |
Southern Co
|
75,121 | $7,189,830 | |
| 3 | DUK |
Duke Energy CORP
This page
|
14,639 | $1,853,004 | |
| 4 | D |
Dominion Energy, Inc
|
18,084 | $1,234,956 | |
| 5 | DTE |
Dte Energy Co
|
7,957 | $1,212,408 | |
| 6 | ED |
Consolidated Edison Inc
|
10,605 | $1,173,231 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,845 | $526,034 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
888 | $95,016 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,853,004 | 14,639 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,952,053 | 14,908 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,806,557 | 15,413 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,917,382 | 15,494 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,924,226 | 16,307 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,994,697 | 16,354 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,754,438 | 16,284 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,174,788 | 18,862 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,931,031 | 19,266 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,732,656 | 17,916 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,830,368 | 18,862 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,782,410 | 20,195 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,090,672 | 23,297 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,335,924 | 24,214 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $2,531,597 | 24,581 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,285,501 | 24,570 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,605,524 | 24,303 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $2,759,565 | 24,714 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $2,589,456 | 24,685 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $2,440,042 | 25,003 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $2,522,987 | 25,557 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $2,489,219 | 25,787 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $2,406,013 | 26,278 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $2,974,110 | 33,583 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $2,423,383 | 30,334 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $2,365,578 | 29,248 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||