Position in DUK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,354,406
-$46,652 QoQ
Shares Held
10,700
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#980
of 2,446 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cherokee Insurance Co holds $11,016,427 across 7 Utilities - Regulated Electric names. DUK ranks #4 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
37,400 | $4,137,562 | |
| 2 | AEP |
American Electric Power Co Inc
|
15,000 | $2,052,150 | |
| 3 | FE |
Firstenergy Corp
|
33,000 | $1,568,820 | |
| 4 | DUK |
Duke Energy CORP
This page
|
10,700 | $1,354,406 | |
| 5 | SO |
Southern Co
|
8,800 | $842,248 | |
| 6 | ETR |
Entergy Corp /De/
|
5,600 | $643,216 | |
| 7 | PPL |
PPL Corp
|
11,500 | $418,025 |
All Filings in DUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,354,406 | 10,700 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $1,401,058 | 10,700 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $1,254,147 | 10,700 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $1,324,125 | 10,700 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $1,262,600 | 10,700 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,305,079 | 10,700 | Shares | Defined | 2025-08-21 | |
| 2024-12-31 | $1,152,818 | 10,700 | Shares | Defined | 2025-08-21 | |
| No filing history on record for this holder in this stock. | ||||||