Position in DUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$26,912,300
+$11,179,859 QoQ
Shares Held
212,611
+77.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
2.04%
of 13F equity value
Holder Rank
#201
of 2,446 holders
Holding Since
Jun 2024
9 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, 2026Oak Grove Capital LLC holds $47,804,763 across 3 Utilities - Regulated Electric names. DUK ranks #1 (56.3% of the industry book) .
All Filings in DUK
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,912,300 | 212,611 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $15,732,441 | 120,150 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $14,035,897 | 119,750 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $14,200,312 | 114,750 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,121,700 | 128,150 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $9,756,380 | 79,990 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,668,587 | 89,740 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,695,016 | 40,720 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,873,594 | 28,670 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||