Position in DUK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,557,820
-$30,613 QoQ
Shares Held
12,307
+1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#920
of 2,446 holders
Holding Since
Mar 2024
10 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, 2026Pullen Investment Management, LLC holds $4,386,720 across 2 Utilities - Regulated Electric names. DUK ranks #2 (35.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
29,557 | $2,828,900 | |
| 2 | DUK |
Duke Energy CORP
This page
|
12,307 | $1,557,820 |
All Filings in DUK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,557,820 | 12,307 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,588,433 | 12,131 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,439,690 | 12,283 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,530,787 | 12,370 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,451,164 | 12,298 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,508,768 | 12,370 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,384,135 | 12,847 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $1,549,977 | 13,443 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,322,334 | 13,193 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,315,739 | 13,605 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||