Position in DUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$660,494
-$22,750 QoQ
Shares Held
5,218
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#1,317
of 2,446 holders
Holding Since
Sep 2025
4 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, 2026Indie Asset Partners, LLC holds $660,494 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
|
5,218 | $660,494 |
All Filings in DUK
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $660,494 | 5,218 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $683,244 | 5,218 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,101,926 | 17,933 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $472,601 | 3,819 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||