Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,001,049
+$688,410 QoQ
Shares Held
39,509
+20.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#520
of 2,446 holders
Holding Since
Mar 2020
26 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, 2026Texas Yale Capital Corp. holds $33,420,082 across 13 Utilities - Regulated Electric names. DUK ranks #3 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
132,568 | $11,635,493 | |
| 2 | IDA |
Idacorp Inc
|
33,905 | $5,129,826 | |
| 3 | DUK |
Duke Energy CORP
This page
|
39,509 | $5,001,049 | |
| 4 | SO |
Southern Co
|
35,901 | $3,436,084 | |
| 5 | ED |
Consolidated Edison Inc
|
29,512 | $3,264,912 | |
| 6 | AEP |
American Electric Power Co Inc
|
15,493 | $2,119,597 | |
| 7 | POR |
Portland General Electric Co /Or/
|
19,595 | $1,015,608 | |
| 8 | ETR |
Entergy Corp /De/
|
3,824 | $439,224 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,001,049 | 39,509 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,312,639 | 32,936 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,801,823 | 32,436 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,882,780 | 31,376 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,331,022 | 28,229 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,458,947 | 28,359 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,065,526 | 28,453 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,252,382 | 28,208 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,787,095 | 27,807 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,684,379 | 27,757 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,693,539 | 27,757 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,741,458 | 19,731 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,779,992 | 19,835 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,801,094 | 18,670 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,989,457 | 19,317 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,358,092 | 14,600 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,538,356 | 14,349 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,510,536 | 13,528 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,358,035 | 12,946 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,143,754 | 11,720 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,105,565 | 11,199 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,044,937 | 10,825 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,193,393 | 13,034 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,103,191 | 12,457 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $918,255 | 11,494 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $889,194 | 10,994 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||