Position in DUK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$747,708
-$872,412 QoQ
Shares Held
5,907
-52.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#1,248
of 2,440 holders
Holding Since
Mar 2023
9 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, 2026Drake & Associates, LLC holds $2,719,602 across 2 Utilities - Regulated Electric names. DUK ranks #2 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
16,887 | $1,971,894 | |
| 2 | DUK |
Duke Energy CORP
This page
|
5,907 | $747,708 |
All Filings in DUK
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $747,708 | 5,907 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,620,120 | 12,373 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,039,922 | 17,404 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $2,944,631 | 23,795 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,652,640 | 22,480 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,516,453 | 12,433 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,033,873 | 9,596 | Shares | Sole | 2025-02-10 | |
| 2023-06-30 | $341,460 | 3,805 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $361,955 | 3,752 | Shares | Sole | 2023-04-10 | |
| No filing history on record for this holder in this stock. | ||||||