Position in DUK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$876,819
-$30,202 QoQ
Shares Held
6,927
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,160
of 2,446 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, 2026KLCM Advisors, Inc. holds $10,367,845 across 11 Utilities - Regulated Electric names. DUK ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
40,874 | $4,772,856 | |
| 2 | LNT |
Alliant Energy Corp
|
15,936 | $1,215,757 | |
| 3 | MGEE |
Mge Energy Inc
|
12,225 | $996,826 | |
| 4 | XEL |
Xcel Energy Inc
|
10,950 | $879,285 | |
| 5 | DUK |
Duke Energy CORP
This page
|
6,927 | $876,819 | |
| 6 | EXC |
Exelon Corp
|
7,476 | $348,531 | |
| 7 | SO |
Southern Co
|
3,087 | $295,456 | |
| 8 | DTE |
Dte Energy Co
|
1,722 | $262,381 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $876,819 | 6,927 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $907,021 | 6,927 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $800,192 | 6,827 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $844,841 | 6,827 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $852,196 | 7,222 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,043,331 | 8,554 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $858,041 | 7,964 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $845,149 | 7,330 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $607,694 | 6,063 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $501,054 | 5,181 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $488,790 | 5,037 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $448,360 | 5,080 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $455,879 | 5,080 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $456,303 | 4,730 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $590,132 | 5,730 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $437,380 | 4,702 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $639,186 | 5,962 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $523,908 | 4,692 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $478,239 | 4,559 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $454,671 | 4,659 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $422,422 | 4,279 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $366,717 | 3,799 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $347,836 | 3,799 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $336,439 | 3,799 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $303,502 | 3,799 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $307,263 | 3,799 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||