Position in DUK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$29,493
-$20,395 QoQ
Shares Held
233
-38.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,295
of 2,446 holders
Holding Since
Dec 2024
7 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, 2026OBSIDIAN CIO, LLC holds $307,281 across 5 Utilities - Regulated Electric names. DUK ranks #2 (9.6% of the industry book) .
All Filings in DUK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,493 | 233 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $49,888 | 381 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $32,584 | 278 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $307,147 | 2,482 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $300,546 | 2,547 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $252,233 | 2,068 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $220,436 | 2,046 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||