Position in DUK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,594,021
-$41,288 QoQ
Shares Held
12,593
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#901
of 2,440 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ZWJ INVESTMENT COUNSEL INC holds $72,070,970 across 8 Utilities - Regulated Electric names. DUK ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
392,706 | $53,726,107 | |
| 2 | ES |
Eversource Energy
|
154,781 | $11,186,022 | |
| 3 | SO |
Southern Co
|
26,333 | $2,520,331 | |
| 4 | NEE |
Nextera Energy Inc
|
21,501 | $1,887,142 | |
| 5 | DUK |
Duke Energy CORP
This page
|
12,593 | $1,594,021 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
3,739 | $436,603 | |
| 7 | D |
Dominion Energy, Inc
|
5,579 | $380,989 | |
| 8 | ETR |
Entergy Corp /De/
|
2,958 | $339,755 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,594,021 | 12,593 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,635,309 | 12,489 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,414,021 | 12,064 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,497,251 | 12,099 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,533,292 | 12,994 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,596,709 | 13,091 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,407,299 | 13,062 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,602,324 | 13,897 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,392,896 | 13,897 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,358,098 | 14,043 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,382,140 | 14,243 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,285,771 | 14,568 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,352,830 | 15,075 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,532,618 | 15,887 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,575,026 | 15,293 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,328,697 | 14,284 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,460,843 | 13,626 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,398,429 | 12,524 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,345,971 | 12,831 | Shares | Sole | 2022-03-31 | |
| 2021-09-30 | $1,255,202 | 12,862 | Shares | Sole | 2022-03-31 | |
| 2021-06-30 | $795,880 | 8,062 | Shares | Sole | 2022-03-31 | |
| 2021-03-31 | $1,735,512 | 17,979 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,219,853 | 13,323 | Shares | Sole | 2021-02-26 | |
| 2020-09-30 | $1,123,383 | 12,685 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,023,231 | 12,808 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $1,427,693 | 17,652 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||