Position in DUK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$224,679
-$7,739 QoQ
Shares Held
1,775
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#2,017
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, 2026Kagan Cocozza Asset Management holds $1,134,721 across 2 Utilities - Regulated Electric names. DUK ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
8,226 | $910,042 | |
| 2 | DUK |
Duke Energy CORP
This page
|
1,775 | $224,679 |
All Filings in DUK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,679 | 1,775 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $232,418 | 1,775 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $208,751 | 1,781 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $218,542 | 1,766 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $223,964 | 1,898 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $232,718 | 1,908 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $212,032 | 1,968 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||