Position in DUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$431,004
+$203,431 QoQ
Shares Held
3,405
+95.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,577
of 2,440 holders
Holding Since
Mar 2026
2 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, 2026FOSTER & MOTLEY INC holds $8,626,827 across 9 Utilities - Regulated Electric names. DUK ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
42,686 | $3,177,972 | |
| 2 | EXC |
Exelon Corp
|
31,235 | $1,456,175 | |
| 3 | ETR |
Entergy Corp /De/
|
11,497 | $1,320,545 | |
| 4 | CMS |
Cms Energy Corp
|
8,029 | $614,218 | |
| 5 | OGE |
Oge Energy Corp.
|
11,221 | $546,013 | |
| 6 | DUK |
Duke Energy CORP
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|
3,405 | $431,004 | |
| 7 | ED |
Consolidated Edison Inc
|
3,779 | $418,070 | |
| 8 | AEP |
American Electric Power Co Inc
|
2,838 | $388,266 |
All Filings in DUK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,004 | 3,405 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $227,573 | 1,738 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||