Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,840,093
-$64,691 QoQ
Shares Held
14,537
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#842
of 2,440 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)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PETTYJOHN, WOOD & WHITE, INC holds $7,241,320 across 5 Utilities - Regulated Electric names. DUK ranks #2 (25.4% of the industry book) .
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,840,093 | 14,537 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,904,784 | 14,547 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,724,510 | 14,713 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,774,203 | 14,337 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,709,466 | 14,487 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,718,191 | 14,087 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,756,269 | 16,301 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,879,505 | 16,301 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,669,029 | 16,652 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,610,414 | 16,652 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,591,650 | 16,402 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,421,515 | 16,106 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,438,173 | 16,026 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,579,985 | 16,378 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,706,544 | 16,570 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,555,294 | 16,720 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,878,748 | 17,524 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,927,586 | 17,263 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,881,906 | 17,940 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,787,360 | 18,315 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,813,486 | 18,370 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,859,071 | 19,259 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,717,574 | 18,759 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,676,440 | 18,930 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,080,991 | 13,531 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,115,658 | 13,794 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||