Position in DUK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$531,129
+$228,265 QoQ
Shares Held
4,196
+81.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,433
of 2,446 holders
Holding Since
Mar 2021
8 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MIRABELLA FINANCIAL SERVICES LLP holds $7,243,697 across 11 Utilities - Regulated Electric names. DUK ranks #6 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
15,726 | $1,359,198 | |
| 2 | OGE |
Oge Energy Corp.
|
20,147 | $980,353 | |
| 3 | LNT |
Alliant Energy Corp
|
10,641 | $811,801 | |
| 4 | IDA |
Idacorp Inc
|
5,061 | $765,729 | |
| 5 | CMS |
Cms Energy Corp
|
8,230 | $629,595 | |
| 6 | DUK |
Duke Energy CORP
This page
|
4,196 | $531,129 | |
| 7 | SO |
Southern Co
|
5,377 | $514,632 | |
| 8 | POR |
Portland General Electric Co /Or/
|
9,760 | $505,860 |
All Filings in DUK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $531,129 | 4,196 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $302,864 | 2,313 | Shares | Sole | 2026-05-12 | |
| 2024-06-30 | $936,248 | 9,341 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $613,915 | 6,348 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $918,129 | 10,231 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $260,469 | 2,700 | Shares | Sole | 2023-05-12 | |
| 2021-06-30 | $224,390 | 2,273 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $264,395 | 2,739 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||