Position in DUK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$864,414
+$121,985 QoQ
Shares Held
6,829
+20.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,171
of 2,446 holders
Holding Since
Jun 2025
5 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, 2026FORTEM FINANCIAL GROUP, LLC holds $4,272,320 across 3 Utilities - Regulated Electric names. DUK ranks #2 (20.2% of the industry book) .
All Filings in DUK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $864,414 | 6,829 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $742,429 | 5,670 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $398,514 | 3,400 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $318,780 | 2,576 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $295,118 | 2,501 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||