Hamilton Point Investment Advisors, LLC
Position in DUK — Duke Energy CORP
CIK 1599746
CHAPEL HILL, NC
Position in DUK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$320,373
-$11,167 QoQ
Shares Held
2,531
-0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,786
of 2,446 holders
Holding Since
Dec 2023
8 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, 2026Hamilton Point Investment Advisors, LLC holds $9,737,781 across 3 Utilities - Regulated Electric names. DUK ranks #2 (3.3% of the industry book) .
All Filings in DUK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,373 | 2,531 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $331,540 | 2,532 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $296,775 | 2,532 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $319,646 | 2,583 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $304,676 | 2,582 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $311,145 | 2,551 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $269,350 | 2,500 | Shares | Sole | 2025-01-23 | |
| 2023-12-31 | $483,065 | 4,978 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||