Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,694,292
-$347,440 QoQ
Shares Held
116,087
+1.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
5.36%
of 13F equity value
Holder Rank
#284
of 2,452 holders
Holding Since
Mar 2020
25 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, 2026BCWM, LLC holds $14,694,292 across 1 Utilities - Regulated Electric name. DUK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
116,087 | $14,694,292 |
All Filings in DUK
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,694,292 | 116,087 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $15,041,732 | 114,875 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $13,139,944 | 112,106 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $13,551,862 | 109,510 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,412,302 | 105,189 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,131,957 | 91,268 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,815,114 | 91,100 | Shares | Sole | 2025-02-12 | |
| 2024-06-30 | $9,678,409 | 96,562 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $11,399,884 | 117,877 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,843,732 | 122,050 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $10,664,279 | 120,828 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,819,233 | 120,562 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,487,937 | 119,083 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $12,266,109 | 119,100 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $8,437,193 | 90,703 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $9,664,767 | 90,148 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $12,008,586 | 107,546 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $11,257,028 | 107,312 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $10,411,486 | 106,686 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $10,422,660 | 105,578 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $10,121,653 | 104,855 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $8,469,849 | 92,506 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $7,901,854 | 89,226 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $7,008,829 | 87,731 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,008,008 | 61,919 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||