Position in DUK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$276,197
-$9,514 QoQ
Shares Held
2,182
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,879
of 2,446 holders
Holding Since
Mar 2020
26 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, 2026Roble, Belko & Company, Inc holds $718,138 across 9 Utilities - Regulated Electric names. DUK ranks #1 (38.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
2,182 | $276,197 | |
| 2 | ED |
Consolidated Edison Inc
|
1,400 | $154,882 | |
| 3 | SO |
Southern Co
|
1,154 | $110,449 | |
| 4 | PPL |
PPL Corp
|
1,954 | $71,027 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
500 | $53,500 | |
| 6 | D |
Dominion Energy, Inc
|
500 | $34,145 | |
| 7 | AEP |
American Electric Power Co Inc
|
100 | $13,681 | |
| 8 | NEE |
Nextera Energy Inc
|
28 | $2,457 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,197 | 2,182 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $285,711 | 2,182 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $255,752 | 2,182 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $270,022 | 2,182 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $257,476 | 2,182 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $266,138 | 2,182 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $235,088 | 2,182 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $251,584 | 2,182 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $218,701 | 2,182 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $211,021 | 2,182 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $211,741 | 2,182 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $385,166 | 4,364 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $391,625 | 4,364 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $420,995 | 4,364 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $449,448 | 4,364 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $405,939 | 4,364 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $467,864 | 4,364 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $493,425 | 4,419 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $463,553 | 4,419 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $425,882 | 4,364 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $430,814 | 4,364 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $421,256 | 4,364 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $399,567 | 4,364 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $386,475 | 4,364 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $348,639 | 4,364 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $352,960 | 4,364 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||