Position in DUK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$3,962,966
-$65,534 QoQ
Shares Held
31,308
+1.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#586
of 2,440 holders
Holding Since
Mar 2020
26 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, 2026LYNCH & ASSOCIATES/IN holds $4,285,748 across 2 Utilities - Regulated Electric names. DUK ranks #1 (92.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
31,308 | $3,962,966 | |
| 2 | LNT |
Alliant Energy Corp
|
4,231 | $322,782 |
All Filings in DUK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,962,966 | 31,308 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $4,028,500 | 30,766 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,602,097 | 30,732 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,889,091 | 31,427 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $3,744,966 | 31,737 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $3,773,995 | 30,942 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,379,803 | 31,370 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $3,642,557 | 31,592 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,132,287 | 31,251 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,040,078 | 31,435 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $3,018,526 | 31,106 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $2,814,699 | 31,891 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,895,909 | 32,270 | Shares | Sole | 2023-10-24 | |
| 2023-03-31 | $3,166,917 | 32,828 | Shares | Sole | 2023-10-24 | |
| 2022-12-31 | $3,442,852 | 33,429 | Shares | Sole | 2023-10-24 | |
| 2022-09-30 | $3,143,145 | 33,790 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $3,603,113 | 33,608 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $3,731,230 | 33,416 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $3,469,252 | 33,072 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $3,139,275 | 32,168 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $3,152,425 | 31,933 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,095,813 | 32,071 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $2,979,179 | 32,538 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $2,859,513 | 32,289 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $2,621,989 | 32,820 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $2,661,679 | 32,909 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||