Position in DUK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$506,066
-$14,027 QoQ
Shares Held
3,998
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#1,471
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, 2026Fulcrum Equity Management holds $506,066 across 1 Utilities - Regulated Electric name. DUK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
3,998 | $506,066 |
All Filings in DUK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,066 | 3,998 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $520,093 | 3,972 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $462,627 | 3,947 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $484,976 | 3,919 | Shares | Sole | 2026-01-06 | |
| 2025-06-30 | $459,374 | 3,893 | Shares | Sole | 2025-08-25 | |
| 2025-03-31 | $471,779 | 3,868 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $413,937 | 3,842 | Shares | Sole | 2025-03-24 | |
| 2024-09-30 | $464,543 | 4,029 | Shares | Sole | 2024-11-22 | |
| 2024-06-30 | $401,020 | 4,001 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $346,221 | 3,580 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $310,916 | 3,204 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $268,310 | 3,040 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $272,809 | 3,040 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $289,988 | 3,006 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $306,498 | 2,976 | Shares | Sole | 2023-07-10 | |
| 2022-09-30 | $274,036 | 2,946 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $312,838 | 2,918 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $323,590 | 2,898 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $303,370 | 2,892 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $279,595 | 2,865 | Shares | Sole | 2022-01-25 | |
| 2021-06-30 | $280,167 | 2,838 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $272,118 | 2,819 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $254,719 | 2,782 | Shares | Sole | 2021-02-22 | |
| 2020-09-30 | $243,805 | 2,753 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $217,460 | 2,722 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $215,626 | 2,666 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||