Position in DUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$531,003
-$103,270 QoQ
Shares Held
4,195
-13.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,434
of 2,446 holders
Holding Since
Mar 2020
26 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, 2026D.B. Root & Company, LLC holds $1,218,118 across 3 Utilities - Regulated Electric names. DUK ranks #1 (43.6% of the industry book) .
All Filings in DUK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $531,003 | 4,195 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $634,273 | 4,844 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $557,919 | 4,760 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $536,827 | 4,338 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $506,456 | 4,292 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $556,671 | 4,564 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $490,755 | 4,555 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $537,528 | 4,662 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $657,208 | 6,557 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,103,654 | 11,412 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,231,825 | 12,694 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,113,576 | 12,617 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,101,648 | 12,276 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,130,146 | 11,715 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,141,438 | 11,083 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $972,710 | 10,457 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,131,387 | 10,553 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,149,874 | 10,298 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,044,699 | 9,959 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $970,727 | 9,947 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $980,487 | 9,932 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $958,156 | 9,926 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $910,930 | 9,949 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $955,828 | 10,793 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $875,754 | 10,962 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $875,849 | 10,829 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||