Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$408,726
-$5,044 QoQ
Shares Held
3,229
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,614
of 2,440 holders
Holding Since
Jun 2021
21 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, 2026McGowan Group Asset Management, Inc. holds $1,344,675 across 4 Utilities - Regulated Electric names. DUK ranks #2 (30.4% of the industry book) .
All Filings in DUK
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $408,726 | 3,229 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $413,770 | 3,160 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $371,086 | 3,166 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $391,545 | 3,164 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $372,998 | 3,161 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $385,303 | 3,159 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $331,408 | 3,076 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $354,432 | 3,074 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $307,806 | 3,071 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $293,418 | 3,034 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $323,337 | 3,332 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $293,817 | 3,329 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $308,436 | 3,437 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $400,639 | 4,153 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $388,993 | 3,777 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $227,899 | 2,450 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $888,663 | 8,289 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $925,326 | 8,287 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $869,096 | 8,285 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $808,240 | 8,282 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $817,401 | 8,280 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||