Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$41,674,439
-$1,393,036 QoQ
Shares Held
329,234
+0.1% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#155
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, 2026CRAWFORD INVESTMENT COUNSEL INC holds $385,850,462 across 8 Utilities - Regulated Electric names. DUK ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
967,797 | $132,404,307 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
1,050,739 | $122,694,793 | |
| 3 | DUK |
Duke Energy CORP
This page
|
329,234 | $41,674,439 | |
| 4 | EVRG |
Evergy, Inc.
|
391,676 | $33,852,556 | |
| 5 | D |
Dominion Energy, Inc
|
410,500 | $28,033,045 | |
| 6 | SO |
Southern Co
|
262,546 | $25,128,277 | |
| 7 | NEE |
Nextera Energy Inc
|
19,455 | $1,707,565 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
4,380 | $355,480 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,674,439 | 329,234 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $43,067,475 | 328,910 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $37,883,092 | 323,207 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $39,846,262 | 321,990 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $41,623,320 | 352,740 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $43,955,792 | 360,382 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $38,695,575 | 359,157 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $41,142,268 | 356,828 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $35,754,847 | 356,728 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $35,484,156 | 366,913 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $35,826,294 | 369,191 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $31,811,816 | 360,433 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $32,479,687 | 361,931 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $25,931,618 | 268,805 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $22,261,494 | 216,152 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $15,741,588 | 169,228 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,918,864 | 167,138 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $22,710,192 | 203,387 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $20,353,222 | 194,025 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $18,479,252 | 189,356 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $22,600,561 | 228,936 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $20,576,334 | 213,160 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $18,739,035 | 204,664 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $18,713,967 | 211,314 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $14,866,490 | 186,087 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $11,826,354 | 146,221 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||