Position in DUK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$295,817
-$7,701 QoQ
Shares Held
2,337
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,838
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, 2026Gleason Group, Inc. holds $2,180,539 across 7 Utilities - Regulated Electric names. DUK ranks #2 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
17,743 | $1,698,182 | |
| 2 | DUK |
Duke Energy CORP
This page
|
2,337 | $295,817 | |
| 3 | ED |
Consolidated Edison Inc
|
764 | $84,521 | |
| 4 | D |
Dominion Energy, Inc
|
1,002 | $68,426 | |
| 5 | ES |
Eversource Energy
|
304 | $21,970 | |
| 6 | NEE |
Nextera Energy Inc
|
81 | $7,109 | |
| 7 | AEP |
American Electric Power Co Inc
|
33 | $4,514 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,817 | 2,337 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $303,518 | 2,318 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $269,465 | 2,299 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $281,902 | 2,278 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $266,562 | 2,259 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $273,090 | 2,239 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $258,145 | 2,396 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $273,722 | 2,374 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $235,841 | 2,353 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $225,237 | 2,329 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $261,037 | 2,690 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $234,948 | 2,662 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $236,375 | 2,634 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $251,304 | 2,605 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $265,508 | 2,578 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $237,480 | 2,553 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $271,134 | 2,529 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $279,596 | 2,504 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $260,256 | 2,481 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $239,876 | 2,458 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $240,284 | 2,434 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $232,830 | 2,412 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $218,553 | 2,387 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $209,178 | 2,362 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $186,543 | 2,335 | Shares | Sole | 2020-08-27 | |
| 2020-03-31 | $186,913 | 2,311 | Shares | Sole | 2020-08-27 | |
| No filing history on record for this holder in this stock. | ||||||