Position in DUK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$590,622
-$20,344 QoQ
Shares Held
4,666
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#1,380
of 2,446 holders
Holding Since
Jun 2024
5 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, 2026Marathon Strategic Advisors, LLC holds $1,886,550 across 3 Utilities - Regulated Electric names. DUK ranks #2 (31.3% of the industry book) .
All Filings in DUK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $590,622 | 4,666 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $610,966 | 4,666 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $546,901 | 4,666 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $577,417 | 4,666 | Shares | Sole | 2025-10-09 | |
| 2024-06-30 | $405,931 | 4,050 | Shares | Sole | 2024-07-08 | |
| No filing history on record for this holder in this stock. | ||||||