Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,819,479
-$432,883 QoQ
Shares Held
61,775
-2.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#371
of 2,440 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GLOBALT Investments LLC / GA holds $20,376,948 across 3 Utilities - Regulated Electric names. DUK ranks #1 (38.4% 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 | $7,819,479 | 61,775 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,252,362 | 63,024 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,676,668 | 65,495 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,099,661 | 57,371 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $6,868,308 | 58,206 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $7,471,516 | 61,257 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $6,552,962 | 60,822 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,107,092 | 61,640 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,387,056 | 63,724 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,245,725 | 64,582 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $6,350,588 | 65,443 | Shares | Sole | 2024-02-20 | |
| No filing history on record for this holder in this stock. | ||||||