Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$609,735
-$21,002 QoQ
Shares Held
4,817
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,355
of 2,446 holders
Holding Since
Mar 2024
10 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, 2026ROBERTS GLORE & CO INC /IL/ holds $3,663,295 across 4 Utilities - Regulated Electric names. DUK ranks #3 (16.6% of the industry book) .
All Filings in DUK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $609,735 | 4,817 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $630,737 | 4,817 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $564,483 | 4,816 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $602,167 | 4,866 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $574,070 | 4,865 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $601,312 | 4,930 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $521,892 | 4,844 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $558,513 | 4,844 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $485,413 | 4,843 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $468,366 | 4,843 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||