Position in DUK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$228,223
-$2,886 QoQ
Shares Held
1,803
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#2,008
of 2,446 holders
Holding Since
Jun 2022
14 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, 2026Joule Financial, LLC holds $228,223 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
|
1,803 | $228,223 |
All Filings in DUK
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,223 | 1,803 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $231,109 | 1,765 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $268,293 | 2,289 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $280,788 | 2,269 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $282,610 | 2,395 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $291,996 | 2,394 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $252,542 | 2,344 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $270,378 | 2,345 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $234,939 | 2,344 | Shares | Sole | 2024-10-17 | |
| 2024-03-31 | $231,136 | 2,390 | Shares | Sole | 2024-10-17 | |
| 2023-12-31 | $231,828 | 2,389 | Shares | Sole | 2024-01-11 | |
| 2022-12-31 | $445,637 | 4,327 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $417,845 | 4,492 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $445,243 | 4,153 | Shares | Sole | 2022-07-19 | |
| No filing history on record for this holder in this stock. | ||||||