Position in DUK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$361,132
-$12,439 QoQ
Shares Held
2,853
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#1,688
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, 2026Holcombe Financial, Inc. holds $849,253 across 2 Utilities - Regulated Electric names. DUK ranks #2 (42.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
5,100 | $488,121 | |
| 2 | DUK |
Duke Energy CORP
This page
|
2,853 | $361,132 |
All Filings in DUK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,132 | 2,853 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $373,571 | 2,853 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $339,440 | 2,896 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $353,058 | 2,853 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $336,654 | 2,853 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $347,980 | 2,853 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $307,382 | 2,853 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||