Position in DUK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,107,756
+$4,899,169 QoQ
Shares Held
40,352
+2433.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.98%
of 13F equity value
Holder Rank
#508
of 2,446 holders
Holding Since
Jun 2023
12 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, 2026Slagle Financial, LLC holds $24,553,928 across 8 Utilities - Regulated Electric names. DUK ranks #1 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
40,352 | $5,107,756 | |
| 2 | EIX |
Edison International
|
54,985 | $4,093,633 | |
| 3 | EXC |
Exelon Corp
|
86,163 | $4,016,919 | |
| 4 | NEE |
Nextera Energy Inc
|
42,860 | $3,761,822 | |
| 5 | ES |
Eversource Energy
|
47,641 | $3,443,015 | |
| 6 | AEP |
American Electric Power Co Inc
|
23,546 | $3,221,328 | |
| 7 | SO |
Southern Co
|
5,098 | $487,929 | |
| 8 | AEE |
Ameren Corp
|
3,729 | $421,526 |
All Filings in DUK
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,107,756 | 40,352 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $208,587 | 1,593 | Shares | Sole | 2026-05-01 | |
| 2025-09-30 | $280,788 | 2,269 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $265,500 | 2,250 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $279,799 | 2,294 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $280,447 | 2,603 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $302,201 | 2,621 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $302,393 | 3,017 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $316,821 | 3,276 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $668,411 | 6,888 | Shares | Sole | 2024-03-05 | |
| 2023-09-30 | $338,653 | 3,837 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $428,149 | 4,771 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||