Position in DUK
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,499,448
+$467,260 QoQ
Shares Held
19,746
+27.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#729
of 2,440 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, 2026Victrix Investment Advisors holds $5,247,647 across 3 Utilities - Regulated Electric names. DUK ranks #2 (47.6% of the industry book) .
All Filings in DUK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,499,448 | 19,746 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,032,188 | 15,520 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,672,586 | 14,270 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,695,746 | 13,703 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,505,208 | 12,756 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,508,402 | 12,367 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,728,796 | 16,046 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||