Position in DUK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,034,664
+$74,612 QoQ
Shares Held
8,174
+11.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.96%
of 13F equity value
Holder Rank
#1,091
of 2,446 holders
Holding Since
Dec 2024
7 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, 2026Persium Advisors, LLC holds $1,034,664 across 1 Utilities - Regulated Electric name. DUK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
8,174 | $1,034,664 |
All Filings in DUK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,034,664 | 8,174 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $960,052 | 7,332 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $819,180 | 6,989 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $821,452 | 6,638 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $751,778 | 6,371 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $740,723 | 6,073 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $637,174 | 5,914 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||