Skip to main content

McGrath & Associates, Inc.

Position in DUK — Duke Energy CORP

CIK 2054701 Asheville, NC

Position in DUK

as of Mar 31, 2026 · filed Apr 13, 2026
Position Value
$843,122
+$18,667 QoQ
Shares Held
6,439
-8.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
9.31%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in DUK Over Time

Shares Held

Position Value (USD)

All Filings in DUK

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $843,122 6,439
2025-12-31 $824,455 7,034
2025-09-30 $877,882 7,094
2025-06-30 $848,892 7,194
2025-03-31 $858,180 7,036
2024-12-31 $758,058 7,036