Position in DUK
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$566,318
-$19,507 QoQ
Shares Held
4,474
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,404
of 2,446 holders
Holding Since
Mar 2020
26 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, 2026Hummer Financial Advisory Services Inc holds $4,256,519 across 7 Utilities - Regulated Electric names. DUK ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
11,622 | $1,357,100 | |
| 2 | DTE |
Dte Energy Co
|
4,413 | $672,408 | |
| 3 | DUK |
Duke Energy CORP
This page
|
4,474 | $566,318 | |
| 4 | NEE |
Nextera Energy Inc
|
5,205 | $456,842 | |
| 5 | SO |
Southern Co
|
4,550 | $435,480 | |
| 6 | D |
Dominion Energy, Inc
|
6,001 | $409,808 | |
| 7 | LNT |
Alliant Energy Corp
|
4,700 | $358,563 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $566,318 | 4,474 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $585,825 | 4,474 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $524,397 | 4,474 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $553,657 | 4,474 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $527,932 | 4,474 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $545,693 | 4,474 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $482,028 | 4,474 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $515,852 | 4,474 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $448,429 | 4,474 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $445,542 | 4,607 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $434,156 | 4,474 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $394,875 | 4,474 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $401,496 | 4,474 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $431,606 | 4,474 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $473,754 | 4,600 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $427,892 | 4,600 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $506,460 | 4,724 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $527,481 | 4,724 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $469,427 | 4,475 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $507,077 | 5,196 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $512,949 | 5,196 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $501,569 | 5,196 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $463,568 | 5,063 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $468,925 | 5,295 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $431,006 | 5,395 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $425,590 | 5,262 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||