Position in DUK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$308,728
+$9,007 QoQ
Shares Held
2,439
+6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,813
of 2,446 holders
Holding Since
Mar 2020
22 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, 2026GUARDIAN INVESTMENT MANAGEMENT holds $308,728 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
|
2,439 | $308,728 |
All Filings in DUK
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,728 | 2,439 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $299,721 | 2,289 | Shares | Sole | 2026-04-16 | |
| 2024-12-31 | $440,548 | 4,089 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $501,439 | 4,349 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $440,911 | 4,399 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $526,972 | 5,449 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $553,030 | 5,699 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $502,993 | 5,699 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $511,428 | 5,699 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,922,164 | 19,925 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $586,940 | 5,699 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $530,120 | 5,699 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,591,961 | 14,849 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,658,039 | 14,849 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,557,660 | 14,849 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,478,390 | 15,149 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,527,692 | 15,475 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,923,360 | 19,925 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,854,822 | 20,258 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,794,048 | 20,258 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,642,378 | 20,558 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,376,739 | 17,022 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||