Position in DUK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$513,281
-$56,962 QoQ
Shares Held
4,055
-6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,464
of 2,446 holders
Holding Since
Jun 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TBH Global Asset Management, LLC holds $1,701,996 across 3 Utilities - Regulated Electric names. DUK ranks #2 (30.2% of the industry book) .
All Filings in DUK
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,281 | 4,055 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $570,243 | 4,355 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $523,342 | 4,465 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $538,931 | 4,355 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $526,752 | 4,464 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $547,401 | 4,488 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $479,981 | 4,455 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $513,661 | 4,455 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $446,524 | 4,455 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $597,861 | 6,182 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $561,861 | 5,790 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $492,137 | 5,576 | Shares | Sole | 2023-11-01 | |
| 2021-06-30 | $375,136 | 3,800 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||