Position in DUK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$254,299
-$8,759 QoQ
Shares Held
2,009
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,931
of 2,446 holders
Holding Since
Mar 2025
6 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, 2026Taylor Financial Group, Inc. holds $981,307 across 2 Utilities - Regulated Electric names. DUK ranks #2 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
5,314 | $727,008 | |
| 2 | DUK |
Duke Energy CORP
This page
|
2,009 | $254,299 |
All Filings in DUK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,299 | 2,009 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $263,058 | 2,009 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $235,474 | 2,009 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $248,613 | 2,009 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $238,242 | 2,019 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $246,257 | 2,019 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||