Position in DUK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$18,860
-$650 QoQ
Shares Held
149
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,342
of 2,446 holders
Holding Since
Dec 2022
15 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, 2026Richard W. Paul & Associates, LLC holds $3,340,147 across 11 Utilities - Regulated Electric names. DUK ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
21,898 | $1,495,414 | |
| 2 | NEE |
Nextera Energy Inc
|
13,660 | $1,198,938 | |
| 3 | PPL |
PPL Corp
|
7,416 | $269,571 | |
| 4 | CNP |
Centerpoint Energy Inc
|
5,893 | $259,527 | |
| 5 | FE |
Firstenergy Corp
|
625 | $29,712 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
213 | $24,872 | |
| 7 | NGG |
National Grid PLC
|
285 | $23,617 | |
| 8 | DUK |
Duke Energy CORP
This page
|
149 | $18,860 |
All Filings in DUK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,860 | 149 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $19,510 | 149 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $17,464 | 149 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $18,191 | 147 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $17,346 | 147 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $18,051 | 148 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $15,945 | 148 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $17,179 | 149 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $24,355 | 243 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $23,403 | 242 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $23,483 | 242 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $26,124 | 296 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $28,626 | 319 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $28,168 | 292 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $28,836 | 280 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||