Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$278,602
-$9,596 QoQ
Shares Held
2,201
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,872
of 2,446 holders
Holding Since
Dec 2020
22 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, 2026MATRIX PRIVATE CAPITAL GROUP LLC holds $278,602 across 1 Utilities - Regulated Electric name. DUK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
2,201 | $278,602 |
All Filings in DUK
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,602 | 2,201 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $288,198 | 2,201 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $257,979 | 2,201 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $272,373 | 2,201 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $259,718 | 2,201 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $272,846 | 2,237 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $242,199 | 2,248 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $259,194 | 2,248 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $225,317 | 2,248 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $215,953 | 2,233 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $216,690 | 2,233 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $200,389 | 2,233 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $215,417 | 2,233 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $228,843 | 2,222 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $211,899 | 2,278 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $241,865 | 2,256 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $252,016 | 2,257 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $234,766 | 2,238 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $220,260 | 2,257 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $217,776 | 2,206 | Shares | Sole | 2022-02-22 | |
| 2021-03-31 | $212,945 | 2,206 | Shares | Sole | 2022-02-22 | |
| 2020-12-31 | $201,981 | 2,206 | Shares | Sole | 2022-02-22 | |
| No filing history on record for this holder in this stock. | ||||||