Position in DUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$758,087
-$141,863 QoQ
Shares Held
5,989
-12.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#1,243
of 2,452 holders
Holding Since
Mar 2020
26 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, 2026Cannon Financial Strategists, Inc. holds $2,391,569 across 2 Utilities - Regulated Electric names. DUK ranks #2 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
17,067 | $1,633,482 | |
| 2 | DUK |
Duke Energy CORP
This page
|
5,989 | $758,087 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $758,087 | 5,989 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $899,950 | 6,873 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $801,716 | 6,840 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $846,450 | 6,840 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $907,302 | 7,689 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $934,778 | 7,664 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $831,106 | 7,714 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $844,226 | 7,322 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $556,577 | 5,553 | Shares | Sole | 2024-09-10 | |
| 2024-03-31 | $708,013 | 7,321 | Shares | Sole | 2024-10-01 | |
| 2023-12-31 | $687,625 | 7,086 | Shares | Sole | 2024-10-18 | |
| 2023-09-30 | $596,196 | 6,755 | Shares | Sole | 2024-10-18 | |
| 2023-06-30 | $606,193 | 6,755 | Shares | Sole | 2024-10-02 | |
| 2023-03-31 | $651,654 | 6,755 | Shares | Sole | 2024-10-02 | |
| 2022-12-31 | $522,468 | 5,073 | Shares | Sole | 2024-10-18 | |
| 2022-09-30 | $481,564 | 5,177 | Shares | Sole | 2024-10-18 | |
| 2022-06-30 | $555,240 | 5,179 | Shares | Sole | 2024-10-18 | |
| 2022-03-31 | $595,929 | 5,337 | Shares | Sole | 2024-10-18 | |
| 2021-12-31 | $537,192 | 5,121 | Shares | Sole | 2024-10-18 | |
| 2021-09-30 | $489,023 | 5,011 | Shares | Sole | 2024-10-18 | |
| 2021-06-30 | $494,685 | 5,011 | Shares | Sole | 2024-10-18 | |
| 2021-03-31 | $483,711 | 5,011 | Shares | Sole | 2024-10-02 | |
| 2020-12-31 | $472,449 | 5,160 | Shares | Sole | 2024-10-18 | |
| 2020-09-30 | $443,774 | 5,011 | Shares | Sole | 2024-10-02 | |
| 2020-06-30 | $411,593 | 5,152 | Shares | Sole | 2024-10-18 | |
| 2020-03-31 | $405,289 | 5,011 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||