Position in DUK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$351,512
-$51,914 QoQ
Shares Held
2,777
-9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,708
of 2,446 holders
Holding Since
Dec 2023
11 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, 2026HARMONY ASSET MANAGEMENT LLC holds $351,512 across 1 Utilities - Regulated Electric name. DUK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
2,777 | $351,512 |
All Filings in DUK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,512 | 2,777 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $403,426 | 3,081 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,395,150 | 11,903 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,352,958 | 10,933 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,156,164 | 9,798 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,994,941 | 16,356 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,698,305 | 15,763 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,922,166 | 16,671 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,577,519 | 15,739 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,535,174 | 15,874 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,568,748 | 16,166 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||