Position in DUK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$201,515
-$6,810 QoQ
Shares Held
1,592
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,106
of 2,446 holders
Holding Since
Dec 2024
6 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, 2026Zhang Financial LLC holds $2,962,488 across 7 Utilities - Regulated Electric names. DUK ranks #6 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,432 | $1,091,156 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
3,928 | $458,672 | |
| 3 | DTE |
Dte Energy Co
|
2,392 | $364,469 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,381 | $325,744 | |
| 5 | SO |
Southern Co
|
3,350 | $320,628 | |
| 6 | DUK |
Duke Energy CORP
This page
|
1,592 | $201,515 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
1,872 | $200,304 |
All Filings in DUK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,515 | 1,592 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $208,325 | 1,591 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $215,820 | 1,744 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $205,674 | 1,743 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $212,471 | 1,742 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $212,571 | 1,973 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||