Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$126
+$9 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,445
of 2,446 holders
Holding Since
Mar 2025
3 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, 2026ROSS\JOHNSON & Associates LLC holds $5,407 across 10 Utilities - Regulated Electric names. DUK ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FE |
Firstenergy Corp
|
60 | $2,852 | |
| 2 | CNP |
Centerpoint Energy Inc
|
11 | $484 | |
| 3 | CMS |
Cms Energy Corp
|
6 | $459 | |
| 4 | LNT |
Alliant Energy Corp
|
6 | $457 | |
| 5 | OGE |
Oge Energy Corp.
|
8 | $389 | |
| 6 | NEE |
Nextera Energy Inc
|
4 | $351 | |
| 7 | AEP |
American Electric Power Co Inc
|
1 | $136 | |
| 8 | DUK |
Duke Energy CORP
This page
|
1 | $126 |
All Filings in DUK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $126 | 1 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $117 | 1 | Shares | Sole | 2026-02-12 | |
| 2025-03-31 | $1,829 | 15 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||