Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,327,444
+$29,567 QoQ
Shares Held
10,487
+5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#994
of 2,446 holders
Holding Since
Sep 2020
24 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, 2026FCA CORP /TX holds $2,909,434 across 2 Utilities - Regulated Electric names. DUK ranks #2 (45.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
16,529 | $1,581,990 | |
| 2 | DUK |
Duke Energy CORP
This page
|
10,487 | $1,327,444 |
All Filings in DUK
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,327,444 | 10,487 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,297,877 | 9,912 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,138,695 | 9,715 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,271,036 | 10,271 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,150,028 | 9,746 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,173,473 | 9,621 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,014,156 | 9,413 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,093,389 | 9,483 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $280,042 | 2,794 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $270,207 | 2,794 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $271,129 | 2,794 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $246,598 | 2,794 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $244,003 | 2,719 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $262,301 | 2,719 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $280,029 | 2,719 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $252,921 | 2,719 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $287,966 | 2,686 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $263,740 | 2,362 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $247,773 | 2,362 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $230,507 | 2,362 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $233,176 | 2,362 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $228,003 | 2,362 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $216,264 | 2,362 | Shares | Sole | 2021-03-04 | |
| 2020-09-30 | $209,178 | 2,362 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||