Position in DUK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,706,677
-$106,186 QoQ
Shares Held
13,483
-2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#877
of 2,446 holders
Holding Since
Mar 2020
26 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, 2026PARK NATIONAL CORP /OH/ holds $32,309,040 across 7 Utilities - Regulated Electric names. DUK ranks #3 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
157,349 | $18,373,642 | |
| 2 | NEE |
Nextera Energy Inc
|
104,750 | $9,193,907 | |
| 3 | DUK |
Duke Energy CORP
This page
|
13,483 | $1,706,677 | |
| 4 | SO |
Southern Co
|
13,976 | $1,337,642 | |
| 5 | AEP |
American Electric Power Co Inc
|
9,515 | $1,301,747 | |
| 6 | D |
Dominion Energy, Inc
|
4,057 | $277,051 | |
| 7 | ED |
Consolidated Edison Inc
|
1,070 | $118,374 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,706,677 | 13,483 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $1,812,863 | 13,845 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $1,636,836 | 13,965 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,775,069 | 14,344 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $1,751,002 | 14,839 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $1,837,965 | 15,069 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $1,761,225 | 16,347 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $1,870,396 | 16,222 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $1,626,331 | 16,226 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,604,708 | 16,593 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $1,682,091 | 17,334 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $1,819,656 | 20,617 | Shares | Sole | 2023-10-02 | |
| 2023-06-30 | $1,767,429 | 19,695 | Shares | Sole | 2023-07-03 | |
| 2023-03-31 | $1,961,716 | 20,335 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $2,094,095 | 20,333 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,989,604 | 21,389 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $2,309,838 | 21,545 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $2,473,938 | 22,156 | Shares | Sole | 2022-04-01 | |
| 2021-12-31 | $2,470,394 | 23,550 | Shares | Sole | 2022-01-04 | |
| 2021-09-30 | $2,575,692 | 26,393 | Shares | Sole | 2021-10-01 | |
| 2021-06-30 | $2,799,205 | 28,355 | Shares | Sole | 2021-07-01 | |
| 2021-03-31 | $2,687,973 | 27,846 | Shares | Sole | 2021-04-01 | |
| 2020-12-31 | $2,640,773 | 28,842 | Shares | Sole | 2021-01-04 | |
| 2020-09-30 | $2,644,135 | 29,857 | Shares | Sole | 2020-10-01 | |
| 2020-06-30 | $2,679,669 | 33,542 | Shares | Sole | 2020-07-01 | |
| 2020-03-31 | $2,882,724 | 35,642 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||