Position in DUK
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$436,194
-$612,635 QoQ
Shares Held
3,446
-57.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,570
of 2,446 holders
Holding Since
Dec 2022
15 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, 2026CHAPIN DAVIS, INC. holds $3,857,922 across 3 Utilities - Regulated Electric names. DUK ranks #2 (11.3% of the industry book) .
All Filings in DUK
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,194 | 3,446 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,048,829 | 8,010 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $938,852 | 8,010 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $987,525 | 7,980 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $902,818 | 7,651 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $933,192 | 7,651 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $826,904 | 7,675 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $884,927 | 7,675 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $769,265 | 7,675 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $742,249 | 7,675 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $731,875 | 7,542 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $665,656 | 7,542 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $676,819 | 7,542 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $727,576 | 7,542 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $687,149 | 6,672 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||