Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$379,740
-$13,080 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,660
of 2,452 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Alta Advisers Ltd holds $1,848,175 across 5 Utilities - Regulated Electric names. DUK ranks #2 (20.5% of the industry book) .
All Filings in DUK
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,740 | 3,000 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $392,820 | 3,000 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $351,630 | 3,000 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $482,625 | 3,900 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $460,200 | 3,900 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $475,683 | 3,900 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $269,350 | 2,500 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $219,070 | 1,900 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $190,437 | 1,900 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $183,749 | 1,900 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $184,376 | 1,900 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $167,694 | 1,900 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $170,506 | 1,900 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $183,293 | 1,900 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $195,681 | 1,900 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $176,738 | 1,900 | Shares | Sole | 2022-10-28 | |
| No filing history on record for this holder in this stock. | ||||||