Position in DUK
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$500,117
+$35,280 QoQ
Shares Held
3,951
+11.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,480
of 2,446 holders
Holding Since
Mar 2024
10 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, 2026Foster Group, Inc. holds $1,329,760 across 4 Utilities - Regulated Electric names. DUK ranks #1 (37.6% of the industry book) .
All Filings in DUK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $500,117 | 3,951 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $464,837 | 3,550 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $378,236 | 3,227 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $331,402 | 2,678 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $304,204 | 2,578 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $305,168 | 2,502 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $252,973 | 2,348 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $261,154 | 2,265 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $218,802 | 2,183 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $207,926 | 2,150 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||