Position in DUK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$903,401
+$137,141 QoQ
Shares Held
7,137
+22.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,146
of 2,440 holders
Holding Since
Jun 2025
5 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, 2026Monument Capital Management holds $5,967,719 across 7 Utilities - Regulated Electric names. DUK ranks #4 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
9,996 | $1,367,552 | |
| 2 | ED |
Consolidated Edison Inc
|
12,243 | $1,354,443 | |
| 3 | SO |
Southern Co
|
9,647 | $923,314 | |
| 4 | DUK |
Duke Energy CORP
This page
|
7,137 | $903,401 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
5,572 | $650,642 | |
| 6 | NEE |
Nextera Energy Inc
|
6,019 | $528,287 | |
| 7 | ES |
Eversource Energy
|
3,322 | $240,080 |
All Filings in DUK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $903,401 | 7,137 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $766,260 | 5,852 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $757,176 | 6,460 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $778,758 | 6,293 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $742,574 | 6,293 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||