Position in DUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$473,788
-$16,319 QoQ
Shares Held
3,743
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,513
of 2,440 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SOUTH PLAINS FINANCIAL, INC. holds $1,452,491 across 4 Utilities - Regulated Electric names. DUK ranks #2 (32.6% of the industry book) .
All Filings in DUK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $473,788 | 3,743 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $490,107 | 3,743 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $288,922 | 2,465 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $298,856 | 2,415 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $108,442 | 919 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $2,317 | 19 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $16,053 | 149 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||