Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,746,189
+$1,902,730 QoQ
Shares Held
61,196
+37.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#373
of 2,446 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026KKM Financial LLC holds $8,033,414 across 2 Utilities - Regulated Electric names. DUK ranks #1 (96.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
61,196 | $7,746,189 | |
| 2 | SO |
Southern Co
|
3,001 | $287,225 |
All Filings in DUK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,746,189 | 61,196 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,843,459 | 44,627 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,230,730 | 44,627 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,690,001 | 37,899 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,573,276 | 30,282 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,861,538 | 23,461 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,447,529 | 22,717 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,488,519 | 21,583 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,023,042 | 20,184 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,933,232 | 19,990 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,571,077 | 16,190 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||