Position in DUK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$517,332
-$25,676 QoQ
Shares Held
4,087
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,458
of 2,453 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Capital Management Associates, Inc holds $6,140,768 across 3 Utilities - Regulated Electric names. DUK ranks #2 (8.4% of the industry book) .
All Filings in DUK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $517,332 | 4,087 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $543,008 | 4,147 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $494,040 | 4,215 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $317,542 | 2,566 | Shares | Sole | 2025-10-22 | |
| 2025-03-31 | $230,767 | 1,892 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||