Position in DUK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,182,004
+$15,198 QoQ
Shares Held
9,338
+4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,037
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, 2026JBR Co Financial Management Inc holds $4,260,089 across 2 Utilities - Regulated Electric names. DUK ranks #2 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OGE |
Oge Energy Corp.
|
63,257 | $3,078,085 | |
| 2 | DUK |
Duke Energy CORP
This page
|
9,338 | $1,182,004 |
All Filings in DUK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,182,004 | 9,338 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,166,806 | 8,911 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,044,458 | 8,911 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $1,118,205 | 9,036 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,069,316 | 9,062 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,223,115 | 10,028 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,026,546 | 9,528 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,176,521 | 10,204 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,022,746 | 10,204 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $986,828 | 10,204 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,049,002 | 10,810 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||