Position in DUK
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$12,278
+$2,458 QoQ
Shares Held
97
+29.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,371
of 2,446 holders
Holding Since
Sep 2021
10 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, 2026Cedar Mountain Advisors, LLC holds $1,024,129 across 24 Utilities - Regulated Electric names. DUK ranks #18 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
3,460 | $331,156 | |
| 2 | ETR |
Entergy Corp /De/
|
596 | $68,456 | |
| 3 | AEE |
Ameren Corp
|
576 | $65,111 | |
| 4 | ED |
Consolidated Edison Inc
|
586 | $64,829 | |
| 5 | CNP |
Centerpoint Energy Inc
|
1,267 | $55,798 | |
| 6 | AEP |
American Electric Power Co Inc
|
358 | $48,977 | |
| 7 | FE |
Firstenergy Corp
|
963 | $45,781 | |
| 8 | DTE |
Dte Energy Co
|
285 | $43,425 |
All Filings in DUK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,278 | 97 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $9,820 | 75 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $8,790 | 75 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,281 | 75 | Shares | Sole | 2025-10-24 | |
| 2022-12-31 | $6,900 | 67 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,232 | 67 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $7,183 | 67 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $7,481 | 67 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $7,028 | 67 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $6,538 | 67 | Shares | Sole | 2021-10-15 | |
| No filing history on record for this holder in this stock. | ||||||