Position in DUK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$345,563
+$102,277 QoQ
Shares Held
2,730
+46.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,721
of 2,446 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Galvin, Gaustad & Stein, LLC holds $5,971,987 across 3 Utilities - Regulated Electric names. DUK ranks #2 (5.8% of the industry book) .
All Filings in DUK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,563 | 2,730 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $243,286 | 1,858 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $217,658 | 1,857 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $224,358 | 1,813 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||