Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,548,254
+$702,034 QoQ
Shares Held
43,832
+18.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#477
of 2,446 holders
Holding Since
Mar 2022
12 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, 2026Sargent Investment Group, LLC holds $9,443,604 across 4 Utilities - Regulated Electric names. DUK ranks #1 (58.8% of the industry book) .
All Filings in DUK
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,548,254 | 43,832 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,846,220 | 37,011 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,947,515 | 33,679 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,545,437 | 28,650 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,587,504 | 21,928 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,079,922 | 8,854 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $750,516 | 6,966 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $372,419 | 3,230 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $324,244 | 3,235 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $313,823 | 3,245 | Shares | Sole | 2024-05-10 | |
| 2022-12-31 | $213,086 | 2,069 | Shares | Sole | 2023-01-31 | |
| 2022-03-31 | $201,881 | 1,808 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||