Position in DUK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,722,591
+$127,503 QoQ
Shares Held
29,409
+7.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.34%
of 13F equity value
Holder Rank
#606
of 2,446 holders
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)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Griffith & Werner, Inc. holds $10,694,420 across 3 Utilities - Regulated Electric names. DUK ranks #2 (34.8% of the industry book) .
All Filings in DUK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,722,591 | 29,409 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,595,088 | 27,456 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,054,844 | 26,063 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,177,405 | 25,676 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $2,870,563 | 23,535 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,405,941 | 22,331 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||