Position in DUK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,021,374
+$47,050 QoQ
Shares Held
8,069
+8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,094
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HENGEHOLD CAPITAL MANAGEMENT LLC holds $5,880,283 across 2 Utilities - Regulated Electric names. DUK ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
50,767 | $4,858,909 | |
| 2 | DUK |
Duke Energy CORP
This page
|
8,069 | $1,021,374 |
All Filings in DUK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,021,374 | 8,069 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $974,324 | 7,441 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $871,807 | 7,438 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $830,981 | 6,715 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $789,184 | 6,688 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $815,735 | 6,688 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $720,565 | 6,688 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $792,341 | 6,872 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $723,059 | 7,214 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $545,927 | 5,645 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $555,068 | 5,720 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $488,430 | 5,534 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $493,928 | 5,504 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $556,824 | 5,772 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $592,604 | 5,754 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $640,721 | 6,888 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $686,358 | 6,402 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $710,492 | 6,363 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $688,144 | 6,560 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $662,050 | 6,784 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $651,157 | 6,596 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $681,308 | 7,058 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $643,117 | 7,024 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $614,694 | 6,941 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $508,100 | 6,360 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $511,646 | 6,326 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||