Position in DUK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$548,217
-$6,968 QoQ
Shares Held
4,331
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,417
of 2,446 holders
Holding Since
Mar 2020
26 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, 2026Steigerwald, Gordon & Koch Inc. holds $23,650,175 across 20 Utilities - Regulated Electric names. DUK ranks #2 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
248,810 | $21,838,053 | |
| 2 | DUK |
Duke Energy CORP
This page
|
4,331 | $548,217 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
2,605 | $304,185 | |
| 4 | AEE |
Ameren Corp
|
1,800 | $203,472 | |
| 5 | D |
Dominion Energy, Inc
|
2,978 | $203,367 | |
| 6 | SO |
Southern Co
|
1,302 | $124,614 | |
| 7 | EXC |
Exelon Corp
|
1,450 | $67,599 | |
| 8 | XEL |
Xcel Energy Inc
|
798 | $64,079 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $548,217 | 4,331 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $555,185 | 4,240 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $508,691 | 4,340 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $537,075 | 4,340 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $504,686 | 4,277 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $523,007 | 4,288 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $453,154 | 4,206 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $497,173 | 4,312 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $432,191 | 4,312 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $433,260 | 4,480 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $441,143 | 4,546 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $426,031 | 4,827 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $436,136 | 4,860 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $471,738 | 4,890 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $540,903 | 5,252 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $474,308 | 5,099 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $546,663 | 5,099 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $535,409 | 4,795 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $512,961 | 4,890 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $479,166 | 4,910 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $481,753 | 4,880 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $478,306 | 4,955 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $471,259 | 5,147 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $455,818 | 5,147 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $411,193 | 5,147 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $416,289 | 5,147 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||