Position in DUK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$235,185
-$15,956 QoQ
Shares Held
1,858
-20.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,985
of 2,446 holders
Holding Since
Dec 2021
7 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, 2026COLTON GROOME FINANCIAL ADVISORS, LLC holds $490,826 across 2 Utilities - Regulated Electric names. DUK ranks #2 (47.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
2,671 | $255,641 | |
| 2 | DUK |
Duke Energy CORP
This page
|
1,858 | $235,185 |
All Filings in DUK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,185 | 1,858 | Shares | Sole | 2026-07-22 | |
| 2024-12-31 | $251,141 | 2,331 | Shares | Sole | 2025-01-23 | |
| 2022-12-31 | $226,269 | 2,197 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $229,108 | 2,463 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $264,058 | 2,463 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $216,508 | 1,939 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $203,401 | 1,939 | Shares | Sole | 2022-01-19 | |
| No filing history on record for this holder in this stock. | ||||||