Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$378,853
-$19,597 QoQ
Shares Held
2,993
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,662
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, 2026WIMMER ASSOCIATES 1, LLC holds $1,405,323 across 2 Utilities - Regulated Electric names. DUK ranks #2 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
11,695 | $1,026,470 | |
| 2 | DUK |
Duke Energy CORP
This page
|
2,993 | $378,853 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,853 | 2,993 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $398,450 | 3,043 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $350,809 | 2,993 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $378,180 | 3,056 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $360,608 | 3,056 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $372,740 | 3,056 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $329,253 | 3,056 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $352,356 | 3,056 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $311,815 | 3,111 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $307,247 | 3,177 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $308,296 | 3,177 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $283,049 | 3,207 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $287,796 | 3,207 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $309,379 | 3,207 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $342,647 | 3,327 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $332,732 | 3,577 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $391,530 | 3,652 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $407,782 | 3,652 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $386,241 | 3,682 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $359,326 | 3,682 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $354,602 | 3,592 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $343,839 | 3,562 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $331,630 | 3,622 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $328,823 | 3,713 | Shares | Sole | 2020-12-03 | |
| 2020-06-30 | $300,626 | 3,763 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $298,285 | 3,688 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||