Position in DUK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$737,581
+$215,262 QoQ
Shares Held
5,827
+46.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,260
of 2,446 holders
Holding Since
Mar 2021
22 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, 2026Almanack Investment Partners, LLC. holds $1,945,010 across 5 Utilities - Regulated Electric names. DUK ranks #1 (37.9% of the industry book) .
All Filings in DUK
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $737,581 | 5,827 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $522,319 | 3,989 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $466,847 | 3,983 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $482,872 | 3,902 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $645,932 | 5,474 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $458,363 | 3,758 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $418,677 | 3,886 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $448,055 | 3,886 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $386,085 | 3,852 | Shares | Sole | 2024-10-23 | |
| 2024-03-31 | $372,526 | 3,852 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $361,571 | 3,726 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $328,856 | 3,726 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $334,371 | 3,726 | Shares | Sole | 2023-10-04 | |
| 2023-03-31 | $352,790 | 3,657 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $376,634 | 3,657 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $353,941 | 3,805 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $425,730 | 3,971 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $443,401 | 3,971 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $429,041 | 4,090 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $384,992 | 3,945 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $389,450 | 3,945 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $380,810 | 3,945 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||