Position in DUK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$627,077
New position
Shares Held
4,954
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,340
of 2,440 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Duncan Williams Asset Management, LLC holds $849,119 across 2 Utilities - Regulated Electric names. DUK ranks #1 (73.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
4,954 | $627,077 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,623 | $222,042 |
All Filings in DUK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $627,077 | 4,954 | Shares | Sole | 2026-07-22 | |
| No filing history on record for this holder in this stock. | ||||||