Position in DUK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$661,000
-$18,316 QoQ
Shares Held
5,222
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,316
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Aspen Investment Management Inc holds $2,090,948 across 2 Utilities - Regulated Electric names. DUK ranks #2 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,292 | $1,429,948 | |
| 2 | DUK |
Duke Energy CORP
This page
|
5,222 | $661,000 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $661,000 | 5,222 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $679,316 | 5,188 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $604,920 | 5,161 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $638,673 | 5,161 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $627,642 | 5,319 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $593,871 | 4,869 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $524,586 | 4,869 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $582,034 | 5,048 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $507,264 | 5,061 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $506,373 | 5,236 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $508,101 | 5,236 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $465,041 | 5,269 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $479,570 | 5,344 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $515,535 | 5,344 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $551,408 | 5,354 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $569,282 | 6,120 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $656,125 | 6,120 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $683,359 | 6,120 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $641,988 | 6,120 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $607,790 | 6,228 | Shares | Sole | 2021-12-06 | |
| 2021-06-30 | $600,316 | 6,081 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $590,184 | 6,114 | Shares | Sole | 2021-06-10 | |
| 2020-12-31 | $559,797 | 6,114 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $539,861 | 6,096 | Shares | Sole | 2020-11-30 | |
| 2020-06-30 | $498,034 | 6,234 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $504,205 | 6,234 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||