Position in DUK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$598,470
-$3,330 QoQ
Shares Held
4,728
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,371
of 2,446 holders
Holding Since
Jun 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, 2026Forum Financial Management, LP holds $6,693,805 across 8 Utilities - Regulated Electric names. DUK ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNP |
Centerpoint Energy Inc
|
70,000 | $3,082,800 | |
| 2 | NEE |
Nextera Energy Inc
|
8,536 | $749,204 | |
| 3 | SO |
Southern Co
|
6,538 | $625,751 | |
| 4 | DUK |
Duke Energy CORP
This page
|
4,728 | $598,470 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
4,322 | $504,679 | |
| 6 | D |
Dominion Energy, Inc
|
7,271 | $496,536 | |
| 7 | EXC |
Exelon Corp
|
7,373 | $343,729 | |
| 8 | AEP |
American Electric Power Co Inc
|
2,139 | $292,636 |
All Filings in DUK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $598,470 | 4,728 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $601,800 | 4,596 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $423,596 | 3,614 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $345,757 | 2,794 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $333,468 | 2,826 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $251,502 | 2,062 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $221,944 | 2,060 | Shares | Sole | 2025-02-20 | |
| 2023-12-31 | $215,040 | 2,216 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $218,355 | 2,474 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $223,632 | 2,492 | Shares | Sole | 2023-07-26 | |
| No filing history on record for this holder in this stock. | ||||||