Position in DUK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$786,441
-$21,196 QoQ
Shares Held
6,213
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,214
of 2,440 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MCDANIEL TERRY & CO holds $786,441 across 1 Utilities - Regulated Electric name. DUK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
6,213 | $786,441 |
All Filings in DUK
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $786,441 | 6,213 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $807,637 | 6,168 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $721,193 | 6,153 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $758,340 | 6,128 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $718,974 | 6,093 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $746,090 | 6,117 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $659,045 | 6,117 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $415,656 | 3,605 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $358,622 | 3,578 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||