Position in DUK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$206,072
-$7,098 QoQ
Shares Held
1,628
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,088
of 2,446 holders
Holding Since
Dec 2023
11 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, 2026MeadowBrook Investment Advisors LLC holds $763,817 across 4 Utilities - Regulated Electric names. DUK ranks #2 (27.0% of the industry book) .
All Filings in DUK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,072 | 1,628 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $213,170 | 1,628 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $171,478 | 1,463 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $181,046 | 1,463 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $176,174 | 1,493 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $182,101 | 1,493 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $160,855 | 1,493 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $172,142 | 1,493 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $191,138 | 1,907 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $213,438 | 2,207 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $214,167 | 2,207 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||