Position in DUK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$343,917
-$11,846 QoQ
Shares Held
2,717
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,729
of 2,452 holders
Holding Since
Dec 2021
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026William Allan Corp holds $1,539,939 across 3 Utilities - Regulated Electric names. DUK ranks #2 (22.3% of the industry book) .
All Filings in DUK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,917 | 2,717 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $355,763 | 2,717 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $315,763 | 2,694 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $325,091 | 2,627 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $225,380 | 1,910 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $232,962 | 1,910 | Shares | Sole | 2025-05-05 | |
| 2021-12-31 | $135,530 | 1,292 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||