Position in DUK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,059,185
New position
Shares Held
24,168
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#660
of 2,452 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CORDA Investment Management, LLC. holds $4,778,868 across 2 Utilities - Regulated Electric names. DUK ranks #1 (64.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
24,168 | $3,059,185 | |
| 2 | ETR |
Entergy Corp /De/
|
14,972 | $1,719,683 |
All Filings in DUK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,059,185 | 24,168 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||