Position in DUK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$479,738
-$16,524 QoQ
Shares Held
3,790
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,513
of 2,446 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, 2026WENDELL DAVID ASSOCIATES INC holds $22,211,414 across 2 Utilities - Regulated Electric names. DUK ranks #2 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
247,598 | $21,731,676 | |
| 2 | DUK |
Duke Energy CORP
This page
|
3,790 | $479,738 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $479,738 | 3,790 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $496,262 | 3,790 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $444,225 | 3,790 | Shares | Other | 2026-01-30 | |
| 2025-09-30 | $479,283 | 3,873 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $457,014 | 3,873 | Shares | Other | 2025-07-29 | |
| 2025-03-31 | $463,729 | 3,802 | Shares | Other | 2025-04-18 | |
| 2024-12-31 | $564,557 | 5,240 | Shares | Other | 2025-01-17 | |
| 2024-09-30 | $592,526 | 5,139 | Shares | Other | 2024-10-21 | |
| 2024-06-30 | $515,081 | 5,139 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $496,992 | 5,139 | Shares | Other | 2024-04-22 | |
| 2023-12-31 | $515,670 | 5,314 | Shares | Other | 2024-01-22 | |
| 2023-09-30 | $469,013 | 5,314 | Shares | Other | 2023-10-20 | |
| 2023-06-30 | $445,648 | 4,966 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $479,070 | 4,966 | Shares | Other | 2023-04-19 | |
| 2022-12-31 | $475,401 | 4,616 | Shares | Other | 2023-01-17 | |
| 2022-09-30 | $436,914 | 4,697 | Shares | Other | 2022-10-18 | |
| 2022-06-30 | $503,565 | 4,697 | Shares | Other | 2022-07-14 | |
| 2022-03-31 | $527,928 | 4,728 | Shares | Other | 2022-04-22 | |
| 2021-12-31 | $660,345 | 6,295 | Shares | Other | 2022-01-24 | |
| 2021-09-30 | $458,380 | 4,697 | Shares | Other | 2021-10-19 | |
| 2021-06-30 | $463,687 | 4,697 | Shares | Other | 2021-07-19 | |
| 2021-03-31 | $453,401 | 4,697 | Shares | Other | 2021-04-20 | |
| 2020-12-31 | $286,582 | 3,130 | Shares | Other | 2021-01-22 | |
| 2020-09-30 | $415,966 | 4,697 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $375,243 | 4,697 | Shares | Other | 2020-07-17 | |
| 2020-03-31 | $379,893 | 4,697 | Shares | Other | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||