Position in DUK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$107,466
-$222,895 QoQ
Shares Held
849
-66.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#2,184
of 2,446 holders
Holding Since
Dec 2023
10 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, 2026POM Investment Strategies, LLC holds $502,028 across 14 Utilities - Regulated Electric names. DUK ranks #1 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
849 | $107,466 | |
| 2 | SO |
Southern Co
|
1,060 | $101,452 | |
| 3 | ED |
Consolidated Edison Inc
|
845 | $93,482 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
474 | $55,348 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
600 | $48,696 | |
| 6 | FE |
Firstenergy Corp
|
705 | $33,515 | |
| 7 | CNP |
Centerpoint Energy Inc
|
543 | $23,913 | |
| 8 | AEP |
American Electric Power Co Inc
|
74 | $10,123 |
All Filings in DUK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,466 | 849 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $330,361 | 2,523 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $17,581 | 150 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,488 | 109 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $126,482 | 1,037 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $14,006 | 130 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $9,800 | 85 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $8,419 | 84 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $8,123 | 84 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,054 | 83 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||