Position in DUK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$33,163
-$1,143 QoQ
Shares Held
262
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,274
of 2,440 holders
Holding Since
Jun 2025
5 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, 2026Access Investment Management LLC holds $75,280 across 3 Utilities - Regulated Electric names. DUK ranks #1 (44.1% of the industry book) .
All Filings in DUK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,163 | 262 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $34,306 | 262 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $30,709 | 262 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $32,422 | 262 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $30,916 | 262 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||