Position in DUK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,518,706
-$2,293 QoQ
Shares Held
11,998
+3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#932
of 2,446 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026O'Keefe Stevens Advisory, Inc. holds $1,518,706 across 1 Utilities - Regulated Electric name. DUK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
11,998 | $1,518,706 |
All Filings in DUK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,518,706 | 11,998 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,520,999 | 11,616 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,214,178 | 10,359 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,225,001 | 9,899 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,141,060 | 9,670 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $984,541 | 8,072 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $700,202 | 6,499 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $529,688 | 4,594 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $325,847 | 3,251 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $255,314 | 2,640 | Shares | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||