Position in DUK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$205,312
-$5,632 QoQ
Shares Held
1,622
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#2,092
of 2,446 holders
Holding Since
Mar 2022
8 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, 2026Koss-Olinger Consulting, LLC holds $494,938 across 2 Utilities - Regulated Electric names. DUK ranks #2 (41.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
2,117 | $289,626 | |
| 2 | DUK |
Duke Energy CORP
This page
|
1,622 | $205,312 |
All Filings in DUK
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,312 | 1,622 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $210,944 | 1,611 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $263,722 | 2,250 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $298,980 | 2,416 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $285,088 | 2,416 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $294,313 | 2,413 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $220,107 | 1,909 | Shares | Sole | 2024-10-21 | |
| 2022-03-31 | $226,111 | 2,025 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||