Position in DUK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,054,465
-$122,640 QoQ
Shares Held
39,931
+1.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#514
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JOHNSON INVESTMENT COUNSEL INC holds $313,581,110 across 23 Utilities - Regulated Electric names. DUK ranks #4 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,144,304 | $156,552,230 | |
| 2 | LNT |
Alliant Energy Corp
|
1,435,378 | $109,504,987 | |
| 3 | NEE |
Nextera Energy Inc
|
327,751 | $28,766,705 | |
| 4 | DUK |
Duke Energy CORP
This page
|
39,931 | $5,054,465 | |
| 5 | SO |
Southern Co
|
26,562 | $2,542,249 | |
| 6 | DTE |
Dte Energy Co
|
9,556 | $1,456,047 | |
| 7 | POR |
Portland General Electric Co /Or/
|
26,593 | $1,378,315 | |
| 8 | IDA |
Idacorp Inc
|
6,990 | $1,057,587 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,054,465 | 39,931 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,177,105 | 39,538 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,386,502 | 45,956 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,676,288 | 45,869 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,350,474 | 45,343 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,372,200 | 52,244 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $4,792,167 | 44,479 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,874,076 | 42,273 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,354,191 | 43,442 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,211,043 | 43,543 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,259,570 | 43,895 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,839,663 | 43,504 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,621,367 | 40,354 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,669,911 | 38,042 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,890,138 | 37,772 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,599,222 | 38,693 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,175,293 | 38,945 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,031,707 | 36,107 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $3,807,450 | 36,296 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,387,836 | 34,715 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,484,816 | 35,300 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,482,898 | 36,081 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,535,314 | 38,612 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,622,015 | 40,899 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,511,564 | 43,955 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,734,795 | 46,177 | Shares | Sole | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||