Position in DUK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,299,578
-$68,340 QoQ
Shares Held
18,167
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#769
of 2,446 holders
Holding Since
Mar 2020
25 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, 2026MARINO, STRAM & ASSOCIATES LLC holds $9,202,224 across 6 Utilities - Regulated Electric names. DUK ranks #1 (25.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
18,167 | $2,299,578 | |
| 2 | ED |
Consolidated Edison Inc
|
19,404 | $2,146,664 | |
| 3 | AEP |
American Electric Power Co Inc
|
12,577 | $1,720,659 | |
| 4 | ETR |
Entergy Corp /De/
|
13,428 | $1,542,340 | |
| 5 | SO |
Southern Co
|
13,046 | $1,248,632 | |
| 6 | NEE |
Nextera Energy Inc
|
2,784 | $244,351 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,299,578 | 18,167 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,367,918 | 18,084 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,115,757 | 18,051 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,204,730 | 17,816 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,124,000 | 18,000 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,133,743 | 17,494 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,878,985 | 17,440 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,006,796 | 17,405 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,729,568 | 17,256 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,673,179 | 17,301 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,652,397 | 17,028 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,488,151 | 16,861 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,475,953 | 16,447 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,598,700 | 16,572 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,653,813 | 16,058 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,468,041 | 15,782 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,648,139 | 15,373 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,720,345 | 15,407 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,600,774 | 15,260 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,440,818 | 14,764 | Shares | Sole | 2021-10-14 | |
| 2021-03-31 | $1,299,776 | 13,465 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,115,383 | 12,182 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,063,162 | 12,005 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $926,564 | 11,598 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $765,690 | 9,467 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||