LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in DUK — Duke Energy CORP
CIK 932974
BOSTON, MA
Position in DUK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$21,265
-$732 QoQ
Shares Held
168
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,324
of 2,440 holders
Holding Since
Mar 2020
25 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, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $6,258,847 across 9 Utilities - Regulated Electric names. DUK ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
56,562 | $4,964,446 | |
| 2 | AEP |
American Electric Power Co Inc
|
2,065 | $282,512 | |
| 3 | SO |
Southern Co
|
2,646 | $253,248 | |
| 4 | ED |
Consolidated Edison Inc
|
2,200 | $243,386 | |
| 5 | D |
Dominion Energy, Inc
|
3,155 | $215,454 | |
| 6 | XEL |
Xcel Energy Inc
|
1,700 | $136,510 | |
| 7 | FE |
Firstenergy Corp
|
1,931 | $91,799 | |
| 8 | ES |
Eversource Energy
|
695 | $50,227 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,265 | 168 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $21,997 | 168 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $19,691 | 168 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $20,790 | 168 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $28,320 | 240 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $29,272 | 240 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $25,857 | 240 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $27,672 | 240 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $24,055 | 240 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $23,210 | 240 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $16,302 | 168 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $24,977 | 283 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $25,396 | 283 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $27,301 | 283 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $49,126 | 477 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $45,021 | 484 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $33,663 | 314 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $34,279 | 307 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $31,574 | 301 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $41,085 | 421 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $25,173 | 255 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $23,347 | 255 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $14,878 | 168 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $13,421 | 168 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $26,366 | 326 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||