Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$495,434
-$17,065 QoQ
Shares Held
3,914
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,489
of 2,446 holders
Holding Since
Jun 2021
14 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, 2026Lafayette Investments, Inc. holds $945,229 across 3 Utilities - Regulated Electric names. DUK ranks #1 (52.4% of the industry book) .
All Filings in DUK
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,434 | 3,914 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $512,499 | 3,914 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $458,759 | 3,914 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $484,357 | 3,914 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $460,672 | 3,904 | Shares | Sole | 2025-07-30 | |
| 2023-06-30 | $305,116 | 3,400 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $327,998 | 3,400 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $453,156 | 4,400 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $469,285 | 5,045 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $540,874 | 5,045 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $758,729 | 6,795 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $712,795 | 6,795 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $663,124 | 6,795 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $670,802 | 6,795 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||