Position in DUK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,259,652
-$22,074 QoQ
Shares Held
41,552
+3.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.28%
of 13F equity value
Holder Rank
#499
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Derivatives in DUK
reported options exposure · as of Mar 31, 2026CallValue
$13,094
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MORGAN DEMPSEY CAPITAL MANAGEMENT LLC holds $31,825,587 across 6 Utilities - Regulated Electric names. DUK ranks #4 (16.5% of the industry book) .
All Filings in DUK
Export CSV
44 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,259,652 | 41,552 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $5,281,726 | 40,337 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $13,094 | 100 | Call | Sole | 2026-05-06 | |
| 2025-12-31 | $4,875,818 | 41,599 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $11,721 | 100 | Call | Sole | 2026-02-13 | |
| 2025-09-30 | $5,683,590 | 45,928 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $12,375 | 100 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $11,800 | 100 | Call | Sole | 2025-07-29 | |
| 2025-06-30 | $6,144,024 | 52,068 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $6,424,159 | 52,670 | Shares | Sole | 2025-05-12 | |
| 2025-03-31 | $12,197 | 100 | Call | Sole | 2025-05-12 | |
| 2024-12-31 | $6,295,355 | 58,431 | Shares | Sole | 2025-02-05 | |
| 2024-12-31 | $10,774 | 100 | Call | Sole | 2025-02-05 | |
| 2024-09-30 | $11,530 | 100 | Call | Sole | 2024-11-08 | |
| 2024-09-30 | $7,452,184 | 64,633 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $10,023 | 100 | Call | Sole | 2024-08-06 | |
| 2024-06-30 | $7,257,954 | 72,413 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $9,671 | 100 | Call | Sole | 2024-05-02 | |
| 2024-03-31 | $7,173,754 | 74,178 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $9,704 | 100 | Call | Sole | 2024-01-24 | |
| 2023-12-31 | $7,946,799 | 81,892 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $8,826 | 100 | Call | Sole | 2023-10-20 | |
| 2023-09-30 | $7,611,012 | 86,234 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $7,629,515 | 85,018 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $8,715,389 | 90,343 | Shares | Sole | 2023-04-17 | |
| 2023-03-31 | $9,647 | 100 | Call | Sole | 2023-04-17 | |
| 2022-12-31 | $9,058,897 | 87,959 | Shares | Sole | 2023-02-03 | |
| 2022-12-31 | $10,299 | 100 | Call | Sole | 2023-02-03 | |
| 2022-09-30 | $7,985,580 | 85,848 | Shares | Sole | 2022-10-18 | |
| 2022-09-30 | $9,302 | 100 | Call | Sole | 2022-10-18 | |
| 2022-06-30 | $9,164,310 | 85,480 | Shares | Sole | 2022-08-19 | |
| 2022-06-30 | $10,721 | 100 | Call | Sole | 2022-08-19 | |
| 2022-03-31 | $11,166 | 100 | Call | Sole | 2022-05-13 | |
| 2022-03-31 | $9,275,819 | 83,072 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $10,490 | 100 | Call | Sole | 2022-02-11 | |
| 2021-12-31 | $8,861,427 | 84,475 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $9,759 | 100 | Call | Sole | 2021-11-04 | |
| 2021-09-30 | $8,556,788 | 87,681 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $9,122,122 | 92,404 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $9,268,907 | 96,021 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $7,364,720 | 80,436 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $8,568,091 | 96,749 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $7,437,918 | 93,102 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $7,035,104 | 86,982 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||