Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$484,295
-$13,931 QoQ
Shares Held
3,826
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,506
of 2,446 holders
Holding Since
Dec 2022
15 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, 2026Aspen Grove Capital, LLC holds $1,082,077 across 3 Utilities - Regulated Electric names. DUK ranks #1 (44.8% of the industry book) .
All Filings in DUK
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,295 | 3,826 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $498,226 | 3,805 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $443,639 | 3,785 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $460,597 | 3,722 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $488,284 | 4,138 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $478,488 | 3,923 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $409,304 | 3,799 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $495,674 | 4,299 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $424,273 | 4,233 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $409,373 | 4,233 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $412,128 | 4,247 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $309,351 | 3,505 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $282,681 | 3,150 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $335,812 | 3,481 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $362,936 | 3,524 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||