Position in DUK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$362,271
-$9,860 QoQ
Shares Held
2,862
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,684
of 2,446 holders
Holding Since
Jun 2025
5 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, 2026Sather Financial Group Inc holds $845,532 across 2 Utilities - Regulated Electric names. DUK ranks #2 (42.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,506 | $483,261 | |
| 2 | DUK |
Duke Energy CORP
This page
|
2,862 | $362,271 |
All Filings in DUK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,271 | 2,862 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $372,131 | 2,842 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $309,668 | 2,642 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $332,392 | 2,686 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $305,620 | 2,590 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||