Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$209,236
-$13,623 QoQ
Shares Held
1,653
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,070
of 2,446 holders
Holding Since
Mar 2025
5 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, 2026SAXON INTERESTS, INC. holds $1,730,229 across 3 Utilities - Regulated Electric names. DUK ranks #3 (12.1% of the industry book) .
All Filings in DUK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,236 | 1,653 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $222,859 | 1,702 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $206,758 | 1,764 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $196,352 | 1,664 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $202,958 | 1,664 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||