Position in DUK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$738,214
-$25,428 QoQ
Shares Held
5,832
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#1,256
of 2,440 holders
Holding Since
Dec 2020
23 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, 2026Goepper Burkhardt LLC holds $1,148,275 across 2 Utilities - Regulated Electric names. DUK ranks #1 (64.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
5,832 | $738,214 | |
| 2 | NEE |
Nextera Energy Inc
|
4,672 | $410,061 |
All Filings in DUK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $738,214 | 5,832 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $763,642 | 5,832 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $756,238 | 6,452 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $773,685 | 6,252 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $737,736 | 6,252 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $443,238 | 3,634 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $393,681 | 3,654 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $601,520 | 5,217 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $578,026 | 5,767 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $557,726 | 5,767 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $452,303 | 4,661 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $411,379 | 4,661 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $418,278 | 4,661 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $449,936 | 4,664 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $480,448 | 4,665 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $559,515 | 6,015 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $644,868 | 6,015 | Shares | Sole | 2022-08-26 | |
| 2022-03-31 | $671,634 | 6,015 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $652,582 | 6,221 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $587,003 | 6,015 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $593,899 | 6,016 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $580,627 | 6,015 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $550,733 | 6,015 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||