Position in DUK
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$475,050
+$53,212 QoQ
Shares Held
3,628
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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, 2026Harold Davidson & Associates Inc. holds $870,658 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
6,364 | $870,658 |
All Filings in DUK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $475,050 | 3,628 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $421,838 | 3,599 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $454,657 | 3,674 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $348,808 | 2,956 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $430,676 | 3,531 | Shares | Sole | 2025-06-04 | |
| 2024-12-31 | $324,405 | 3,011 | Shares | Sole | 2025-06-04 | |
| No filing history on record for this holder in this stock. | ||||||