Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$620,621
-$21,377 QoQ
Shares Held
4,903
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,351
of 2,452 holders
Holding Since
Mar 2025
6 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, 2026Southeast Asset Advisors, LLC holds $3,877,068 across 3 Utilities - Regulated Electric names. DUK ranks #3 (16.0% of the industry book) .
All Filings in DUK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $620,621 | 4,903 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $641,998 | 4,903 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $573,860 | 4,896 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $605,013 | 4,889 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $580,206 | 4,917 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $594,603 | 4,875 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||