Kohmann Bosshard Financial Services, LLC
Position in DUK — Duke Energy CORP
CIK 1696615
FAIRLAWN, OH
Position in DUK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$254,805
-$8,777 QoQ
Shares Held
2,013
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,930
of 2,446 holders
Holding Since
Mar 2020
15 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, 2026Kohmann Bosshard Financial Services, LLC holds $2,848,225 across 3 Utilities - Regulated Electric names. DUK ranks #3 (8.9% of the industry book) .
All Filings in DUK
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,805 | 2,013 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $263,582 | 2,013 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $235,943 | 2,013 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $300,836 | 2,431 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $283,908 | 2,406 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $293,459 | 2,406 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $269,996 | 2,506 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $291,247 | 2,526 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $253,180 | 2,526 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $244,289 | 2,526 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $222,803 | 2,296 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $202,644 | 2,296 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $206,043 | 2,296 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $205,053 | 1,991 | Shares | Sole | 2023-01-27 | |
| 2020-03-31 | $197,751 | 2,445 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||