Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,298,584
-$44,729 QoQ
Shares Held
10,259
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,007
of 2,452 holders
Holding Since
Sep 2024
8 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, 2026Taylor Hoffman Capital Management LLC holds $4,329,777 across 5 Utilities - Regulated Electric names. DUK ranks #2 (30.0% of the industry book) .
All Filings in DUK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,298,584 | 10,259 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,343,313 | 10,259 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,216,053 | 10,375 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,274,996 | 10,303 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,241,124 | 10,518 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,303,981 | 10,691 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,151,848 | 10,691 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,334,482 | 11,574 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||