Position in DUK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$55,442
+$15,113 QoQ
Shares Held
438
+42.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,233
of 2,446 holders
Holding Since
Jun 2023
13 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, 2026CGC Financial Services, LLC holds $386,097 across 15 Utilities - Regulated Electric names. DUK ranks #2 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
546 | $60,403 | |
| 2 | DUK |
Duke Energy CORP
This page
|
438 | $55,442 | |
| 3 | POR |
Portland General Electric Co /Or/
|
1,000 | $51,830 | |
| 4 | D |
Dominion Energy, Inc
|
681 | $46,505 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
520 | $42,203 | |
| 6 | NEE |
Nextera Energy Inc
|
441 | $38,706 | |
| 7 | SO |
Southern Co
|
293 | $28,043 | |
| 8 | DTE |
Dte Energy Co
|
101 | $15,389 |
All Filings in DUK
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,442 | 438 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $40,329 | 308 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $36,100 | 308 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $38,115 | 308 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $36,344 | 308 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $37,566 | 308 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $33,183 | 308 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $7,609 | 66 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $6,615 | 66 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $6,382 | 66 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $6,404 | 66 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $5,825 | 66 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $5,922 | 66 | Shares | Sole | 2023-09-13 | |
| No filing history on record for this holder in this stock. | ||||||