Position in DUK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$527,965
-$47,909 QoQ
Shares Held
4,171
-5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#1,442
of 2,446 holders
Holding Since
Dec 2023
11 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, 2026Saxony Capital Management, LLC holds $1,607,139 across 4 Utilities - Regulated Electric names. DUK ranks #1 (32.9% of the industry book) .
All Filings in DUK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $527,965 | 4,171 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $575,874 | 4,398 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $514,903 | 4,393 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $518,141 | 4,187 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $493,948 | 4,186 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $509,834 | 4,180 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $451,753 | 4,193 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $563,471 | 4,887 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $521,496 | 5,203 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $459,275 | 4,749 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $467,635 | 4,819 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||