Position in DUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$18,733
-$122 QoQ
Shares Held
148
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,343
of 2,446 holders
Holding Since
Jun 2024
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, 2026SWAN Capital LLC holds $1,867,173 across 6 Utilities - Regulated Electric names. DUK ranks #3 (1.0% of the industry book) .
All Filings in DUK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,733 | 148 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $18,855 | 144 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $23,442 | 200 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $16,582 | 134 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,812 | 134 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,343 | 134 | Shares | Sole | 2025-05-23 | |
| 2024-12-31 | $14,437 | 134 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $15,450 | 134 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,430 | 134 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||