Position in DUK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$438,599
-$14,584 QoQ
Shares Held
3,465
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#1,561
of 2,440 holders
Holding Since
Jun 2024
9 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, 2026Marotta Asset Management holds $663,136 across 2 Utilities - Regulated Electric names. DUK ranks #1 (66.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
3,465 | $438,599 | |
| 2 | D |
Dominion Energy, Inc
|
3,288 | $224,537 |
All Filings in DUK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $438,599 | 3,465 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $453,183 | 3,461 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $405,546 | 3,460 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $490,668 | 3,965 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $467,752 | 3,964 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $491,173 | 4,027 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $429,020 | 3,982 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $464,313 | 4,027 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $406,733 | 4,058 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||