Position in DUK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,994,177
-$158,551 QoQ
Shares Held
55,255
+1.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#407
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Csenge Advisory Group holds $21,329,825 across 16 Utilities - Regulated Electric names. DUK ranks #1 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
55,255 | $6,994,177 | |
| 2 | SO |
Southern Co
|
61,500 | $5,886,165 | |
| 3 | ETR |
Entergy Corp /De/
|
9,079 | $1,042,813 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,446 | $1,018,687 | |
| 5 | NEE |
Nextera Energy Inc
|
11,360 | $997,067 | |
| 6 | D |
Dominion Energy, Inc
|
12,735 | $869,673 | |
| 7 | EIX |
Edison International
|
10,092 | $751,349 | |
| 8 | ES |
Eversource Energy
|
9,724 | $702,753 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,994,177 | 55,255 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $7,152,728 | 54,626 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,342,350 | 54,111 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,075,382 | 49,094 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,385,706 | 37,167 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $4,487,520 | 36,792 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,768,098 | 34,974 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,572,109 | 30,981 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,064,331 | 30,573 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,793,951 | 28,890 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,670,346 | 27,518 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,718,496 | 30,801 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,530,578 | 28,199 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,728,750 | 28,286 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $2,888,663 | 28,048 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,706,602 | 29,097 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $2,700,727 | 25,191 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,499,035 | 13,425 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,320,166 | 12,585 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,247,297 | 12,781 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,242,391 | 12,585 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $652,832 | 6,763 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $881,631 | 9,629 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $905,614 | 10,226 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $900,040 | 11,266 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $597,056 | 7,382 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||