Position in DUK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$63,290
-$2,180 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,219
of 2,440 holders
Holding Since
Dec 2023
11 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, 2026Lummis Asset Management, LP holds $218,848 across 4 Utilities - Regulated Electric names. DUK ranks #2 (28.9% of the industry book) .
All Filings in DUK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,290 | 500 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $65,470 | 500 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $58,605 | 500 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $61,875 | 500 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $59,000 | 500 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $60,985 | 500 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $53,870 | 500 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $57,650 | 500 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $50,115 | 500 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $48,355 | 500 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $48,520 | 500 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||