Position in DUK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$397,081
-$40,389 QoQ
Shares Held
3,137
-6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,626
of 2,446 holders
Holding Since
Jun 2024
9 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, 2026William B. Walkup & Associates, Inc. holds $990,578 across 8 Utilities - Regulated Electric names. DUK ranks #1 (40.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
3,137 | $397,081 | |
| 2 | D |
Dominion Energy, Inc
|
3,408 | $232,732 | |
| 3 | SO |
Southern Co
|
2,358 | $225,684 | |
| 4 | PCG |
PG&E Corp
|
2,926 | $49,215 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
398 | $46,474 | |
| 6 | ED |
Consolidated Edison Inc
|
252 | $27,878 | |
| 7 | CNP |
Centerpoint Energy Inc
|
200 | $8,808 | |
| 8 | HE |
Hawaiian Electric Industries Inc
|
200 | $2,706 |
All Filings in DUK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397,081 | 3,137 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $437,470 | 3,341 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $367,687 | 3,137 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $398,970 | 3,224 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $380,668 | 3,226 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $407,501 | 3,341 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $359,959 | 3,341 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $387,177 | 3,358 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $336,572 | 3,358 | Shares | Sole | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||