Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$497,839
+$189,869 QoQ
Shares Held
3,933
+67.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,484
of 2,452 holders
Holding Since
Jun 2024
9 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, 2026PATRON PARTNERS, LLC holds $2,750,719 across 3 Utilities - Regulated Electric names. DUK ranks #2 (18.1% of the industry book) .
All Filings in DUK
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,839 | 3,933 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $307,970 | 2,352 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $210,040 | 1,792 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $249,603 | 2,017 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $238,006 | 2,017 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $287,483 | 2,357 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $253,943 | 2,357 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $277,527 | 2,407 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $218,601 | 2,181 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||