Position in D
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$307,678
-$86,456 QoQ
Shares Held
4,977
-26.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HARMONY ASSET MANAGEMENT LLC holds $351,512 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
2,777 | $351,512 |
All Filings in D
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $307,678 | 4,977 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $394,134 | 6,727 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $462,200 | 7,556 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $435,486 | 7,705 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $431,739 | 7,700 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $235,852 | 4,379 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||