Comprehensive Financial Consultants Institutional, Inc.
Position in DUK — Duke Energy CORP
CIK 1915714
Bloomington, IN
Position in DUK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,461,619
+$126,031 QoQ
Shares Held
11,547
+13.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#958
of 2,446 holders
Holding Since
Dec 2021
19 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, 2026Comprehensive Financial Consultants Institutional, Inc. holds $6,740,297 across 5 Utilities - Regulated Electric names. DUK ranks #2 (21.7% of the industry book) .
All Filings in DUK
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,461,619 | 11,547 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,335,588 | 10,200 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,120,644 | 9,561 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,055,216 | 8,527 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,012,204 | 8,578 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,053,332 | 8,636 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $939,277 | 8,718 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,077,939 | 9,349 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $926,325 | 9,242 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $804,627 | 8,320 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $791,361 | 8,155 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $591,783 | 6,705 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $604,847 | 6,740 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $631,782 | 6,549 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $623,089 | 6,050 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $554,678 | 5,963 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $590,834 | 5,511 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $617,926 | 5,534 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $592,475 | 5,648 | Shares | Sole | 2022-03-10 | |
| No filing history on record for this holder in this stock. | ||||||