Position in DUK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$81,011
-$22,955 QoQ
Shares Held
640
-19.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,207
of 2,446 holders
Holding Since
Jun 2023
13 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, 2026First Pacific Financial holds $8,931,011 across 8 Utilities - Regulated Electric names. DUK ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
34,730 | $4,751,411 | |
| 2 | NEE |
Nextera Energy Inc
|
20,634 | $1,811,046 | |
| 3 | NGG |
National Grid PLC
|
20,118 | $1,667,178 | |
| 4 | POR |
Portland General Electric Co /Or/
|
9,395 | $486,942 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
902 | $105,326 | |
| 6 | DUK |
Duke Energy CORP
This page
|
640 | $81,011 | |
| 7 | D |
Dominion Energy, Inc
|
221 | $15,092 | |
| 8 | CMS |
Cms Energy Corp
|
170 | $13,005 |
All Filings in DUK
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,011 | 640 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $103,966 | 794 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $136,549 | 1,165 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $143,178 | 1,157 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $135,582 | 1,149 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $28,540 | 234 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $25,211 | 234 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $26,980 | 234 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $23,453 | 234 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $26,014 | 269 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $22,707 | 234 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $20,652 | 234 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $20,999 | 234 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||