Position in DUK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$513,281
-$16,764 QoQ
Shares Held
4,055
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,463
of 2,446 holders
Holding Since
Sep 2020
24 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, 2026AM INVESTMENT STRATEGIES LLC holds $10,306,045 across 3 Utilities - Regulated Electric names. DUK ranks #2 (5.0% of the industry book) .
All Filings in DUK
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,281 | 4,055 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $530,045 | 4,048 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $428,636 | 3,657 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $451,687 | 3,650 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $426,688 | 3,616 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $438,360 | 3,594 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $386,463 | 3,587 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $414,618 | 3,596 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $357,420 | 3,566 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $339,742 | 3,513 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $340,028 | 3,504 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $293,994 | 3,331 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $316,154 | 3,523 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $339,092 | 3,515 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $359,641 | 3,492 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $324,174 | 3,485 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $372,876 | 3,478 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $394,829 | 3,536 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $345,750 | 3,296 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $317,069 | 3,249 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $315,904 | 3,200 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $308,316 | 3,194 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $304,711 | 3,328 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $245,222 | 2,769 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||