Position in DUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$928,970
-$34,093 QoQ
Shares Held
7,339
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,134
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, 2026Kapstone Financial Advisors LLC holds $1,916,501 across 4 Utilities - Regulated Electric names. DUK ranks #1 (48.5% of the industry book) .
All Filings in DUK
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $928,970 | 7,339 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $963,063 | 7,355 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $853,523 | 7,282 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $852,885 | 6,892 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $839,806 | 7,117 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $775,485 | 6,358 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $685,010 | 6,358 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $733,077 | 6,358 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $640,770 | 6,393 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $622,522 | 6,437 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $626,199 | 6,453 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $565,658 | 6,409 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $573,977 | 6,396 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $608,918 | 6,312 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $650,072 | 6,312 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||