Position in DUK
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$5,822
+$1,894 QoQ
Shares Held
46
+53.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,399
of 2,440 holders
Holding Since
Dec 2025
3 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, 2026JDM Financial Group LLC holds $35,720 across 5 Utilities - Regulated Electric names. DUK ranks #4 (16.3% of the industry book) .
All Filings in DUK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,822 | 46 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $3,928 | 30 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $3,516 | 30 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||