Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$242,274
-$11,094 QoQ
Shares Held
1,914
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,964
of 2,440 holders
Holding Since
Sep 2021
16 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026McLean Asset Management Corp holds $1,245,677 across 3 Utilities - Regulated Electric names. DUK ranks #3 (19.4% of the industry book) .
All Filings in DUK
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,274 | 1,914 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $253,368 | 1,935 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $224,574 | 1,916 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $246,510 | 1,992 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $288,038 | 2,441 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $292,118 | 2,395 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $278,076 | 2,581 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $285,828 | 2,479 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $298,986 | 2,983 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $247,190 | 2,556 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $287,529 | 2,963 | Shares | Sole | 2024-01-08 | |
| 2022-12-31 | $208,760 | 2,027 | Shares | Sole | 2023-01-19 | |
| 2022-06-30 | $215,599 | 2,011 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $223,543 | 2,002 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $208,331 | 1,986 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $193,813 | 1,986 | Shares | Sole | 2021-10-27 | |
| No filing history on record for this holder in this stock. | ||||||