Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$555,939
-$26,874 QoQ
Shares Held
4,392
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,409
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, 2026Truvestments Capital LLC holds $13,339,411 across 22 Utilities - Regulated Electric names. DUK ranks #4 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
74,562 | $6,544,306 | |
| 2 | D |
Dominion Energy, Inc
|
35,597 | $2,430,919 | |
| 3 | AEP |
American Electric Power Co Inc
|
14,885 | $2,036,416 | |
| 4 | DUK |
Duke Energy CORP
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|
4,392 | $555,939 | |
| 5 | SO |
Southern Co
|
4,912 | $470,127 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
4,320 | $462,240 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
3,313 | $268,883 | |
| 8 | ETR |
Entergy Corp /De/
|
833 | $95,678 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $555,939 | 4,392 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $582,813 | 4,451 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $486,421 | 4,150 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $511,458 | 4,133 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $475,540 | 4,030 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $489,587 | 4,014 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $290,467 | 2,696 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $309,349 | 2,683 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $234,437 | 2,339 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $232,007 | 2,399 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $342,551 | 3,530 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $276,518 | 3,133 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $279,360 | 3,113 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $296,259 | 3,071 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $327,817 | 3,183 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $327,244 | 3,518 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $392,817 | 3,664 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $406,889 | 3,644 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $380,262 | 3,625 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $392,506 | 4,022 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $396,064 | 4,012 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $738,550 | 7,651 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $523,356 | 5,716 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $516,746 | 5,835 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $863,211 | 10,805 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,045,293 | 12,924 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||