Position in DUK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$337,968
+$102,669 QoQ
Shares Held
2,670
+48.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#1,738
of 2,440 holders
Holding Since
Sep 2025
4 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, 2026GGM Financial LLC holds $883,891 across 5 Utilities - Regulated Electric names. DUK ranks #1 (38.2% of the industry book) .
All Filings in DUK
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,968 | 2,670 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $235,299 | 1,797 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $142,644 | 1,217 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $150,603 | 1,217 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||