Position in DUK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$516,319
-$17,785 QoQ
Shares Held
4,079
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,455
of 2,440 holders
Holding Since
Mar 2020
7 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, 2026McCollum Christoferson Group LLC holds $11,772,645 across 2 Utilities - Regulated Electric names. DUK ranks #2 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
128,248 | $11,256,326 | |
| 2 | DUK |
Duke Energy CORP
This page
|
4,079 | $516,319 |
All Filings in DUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $516,319 | 4,079 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $534,104 | 4,079 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $478,099 | 4,079 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $504,776 | 4,079 | Shares | Sole | 2025-11-17 | |
| 2020-09-30 | $445,899 | 5,035 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $403,284 | 5,048 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $437,965 | 5,415 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||