Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$289,994
-$9,989 QoQ
Shares Held
2,291
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,843
of 2,440 holders
Holding Since
Dec 2024
7 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, 2026Warm Springs Advisors Inc. holds $289,994 across 1 Utilities - Regulated Electric name. DUK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
2,291 | $289,994 |
All Filings in DUK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,994 | 2,291 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $299,983 | 2,291 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $268,528 | 2,291 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $283,511 | 2,291 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $270,338 | 2,291 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $329,928 | 2,705 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $280,662 | 2,605 | Shares | Sole | 2025-02-19 | |
| No filing history on record for this holder in this stock. | ||||||