Position in DUK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$338,221
-$11,650 QoQ
Shares Held
2,672
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.95%
of 13F equity value
Holder Rank
#1,737
of 2,440 holders
Holding Since
Jun 2024
9 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, 2026Mason & Associates, LLC holds $2,395,433 across 3 Utilities - Regulated Electric names. DUK ranks #3 (14.1% 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 | $338,221 | 2,672 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $349,871 | 2,672 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $313,185 | 2,672 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $370,631 | 2,995 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $353,410 | 2,995 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $342,979 | 2,812 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $302,641 | 2,809 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $286,981 | 2,489 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $256,187 | 2,556 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||