Position in DUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$797,707
-$27,476 QoQ
Shares Held
6,302
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,212
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, 2026EDGEWOOD MANAGEMENT LLC holds $3,114,835 across 2 Utilities - Regulated Electric names. DUK ranks #2 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
26,400 | $2,317,128 | |
| 2 | DUK |
Duke Energy CORP
This page
|
6,302 | $797,707 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $797,707 | 6,302 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $825,183 | 6,302 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $738,657 | 6,302 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $779,872 | 6,302 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $743,636 | 6,302 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $768,654 | 6,302 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $678,977 | 6,302 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $726,620 | 6,302 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $631,649 | 6,302 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $609,466 | 6,302 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $660,066 | 6,802 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $600,344 | 6,802 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $610,411 | 6,802 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $527,497 | 5,468 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $563,149 | 5,468 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $508,633 | 5,468 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $586,224 | 5,468 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $610,556 | 5,468 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $573,593 | 5,468 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $549,822 | 5,634 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $556,188 | 5,634 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $543,850 | 5,634 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $515,849 | 5,634 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $498,947 | 5,634 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $615,552 | 7,705 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $623,180 | 7,705 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||