Position in DUK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$553,914
-$23,400 QoQ
Shares Held
4,376
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,413
of 2,446 holders
Holding Since
Sep 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, 2026KPP Advisory Services LLC holds $3,272,714 across 4 Utilities - Regulated Electric names. DUK ranks #3 (16.9% of the industry book) .
All Filings in DUK
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $553,914 | 4,376 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $577,314 | 4,409 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $505,643 | 4,314 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $540,416 | 4,367 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $588,348 | 4,986 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $608,142 | 4,986 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $455,309 | 4,226 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $410,006 | 3,556 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $339,378 | 3,386 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $300,381 | 3,106 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $337,505 | 3,478 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $317,736 | 3,600 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||