Position in DUK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,718,938
+$52,214 QoQ
Shares Held
21,480
+5.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#707
of 2,446 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HOHIMER WEALTH MANAGEMENT, LLC holds $6,053,627 across 4 Utilities - Regulated Electric names. DUK ranks #1 (44.9% of the industry book) .
All Filings in DUK
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,718,938 | 21,480 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,666,724 | 20,366 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||