Position in DUK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,612,213
-$281,418 QoQ
Shares Held
28,537
-4.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#616
of 2,452 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PINNACLE ASSOCIATES LTD holds $63,986,753 across 16 Utilities - Regulated Electric names. DUK ranks #7 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
266,440 | $23,385,438 | |
| 2 | SO |
Southern Co
|
130,520 | $12,492,069 | |
| 3 | AEP |
American Electric Power Co Inc
|
31,951 | $4,371,216 | |
| 4 | D |
Dominion Energy, Inc
|
62,271 | $4,252,486 | |
| 5 | ED |
Consolidated Edison Inc
|
35,652 | $3,944,180 | |
| 6 | ES |
Eversource Energy
|
50,590 | $3,656,139 | |
| 7 | DUK |
Duke Energy CORP
This page
|
28,537 | $3,612,213 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
38,959 | $3,161,912 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,612,213 | 28,537 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,893,631 | 29,736 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,602,566 | 30,736 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,947,748 | 31,901 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,776,000 | 32,000 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,061,601 | 33,300 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,760,018 | 34,899 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,255,841 | 28,238 | Shares | Other | 2024-10-25 | |
| 2024-06-30 | $3,314,405 | 33,068 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,953,233 | 30,537 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,740,215 | 28,238 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $2,499,081 | 28,315 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $2,584,332 | 28,798 | Shares | Other | 2023-07-27 | |
| 2023-03-31 | $2,167,198 | 22,465 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,343,640 | 22,756 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,006,534 | 21,571 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,331,710 | 21,749 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,485,774 | 22,262 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,360,250 | 22,500 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,037,874 | 20,882 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $2,072,527 | 20,994 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,147,213 | 22,244 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,028,145 | 22,151 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,950,356 | 22,023 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,832,197 | 22,934 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,847,056 | 22,837 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||