Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$804,795
-$49,850 QoQ
Shares Held
6,358
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.45%
of 13F equity value
Holder Rank
#1,202
of 2,446 holders
Holding Since
Jun 2023
13 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, 2026SHEPHERD KAPLAN KROCHUK, LLC holds $804,795 across 1 Utilities - Regulated Electric name. DUK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
6,358 | $804,795 |
All Filings in DUK
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $804,795 | 6,358 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $854,645 | 6,527 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $772,413 | 6,590 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $849,543 | 6,865 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $938,100 | 7,950 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $984,053 | 8,068 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $865,044 | 8,029 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,060,068 | 9,194 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,047,403 | 10,450 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,079,090 | 11,158 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,055,115 | 10,873 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $998,308 | 11,311 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,074,995 | 11,979 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||