Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$386,069
+$144,092 QoQ
Shares Held
3,050
+65.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,644
of 2,446 holders
Holding Since
Mar 2022
15 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, 2026THOROUGHBRED FINANCIAL SERVICES, LLC holds $4,031,117 across 7 Utilities - Regulated Electric names. DUK ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
20,796 | $1,825,264 | |
| 2 | SO |
Southern Co
|
7,071 | $676,765 | |
| 3 | EIX |
Edison International
|
5,544 | $412,750 | |
| 4 | DUK |
Duke Energy CORP
This page
|
3,050 | $386,069 | |
| 5 | AEP |
American Electric Power Co Inc
|
1,960 | $268,147 | |
| 6 | EXC |
Exelon Corp
|
5,572 | $259,766 | |
| 7 | XEL |
Xcel Energy Inc
|
2,520 | $202,356 |
All Filings in DUK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,069 | 3,050 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $241,977 | 1,848 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $231,958 | 1,979 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $239,827 | 1,938 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $249,924 | 2,118 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $747,798 | 6,131 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $656,459 | 6,093 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $706,327 | 6,126 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $580,832 | 5,795 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $544,394 | 5,610 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $433,444 | 4,911 | Shares | Sole | 2023-11-08 | |
| 2023-03-31 | $208,857 | 2,165 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $213,292 | 2,071 | Shares | Sole | 2023-02-07 | |
| 2022-06-30 | $244,438 | 2,280 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $254,584 | 2,280 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||