Position in DUK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$302,146
-$1,111 QoQ
Shares Held
2,387
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#1,821
of 2,440 holders
Holding Since
Sep 2025
4 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, 2026J. Team Financial, Inc. holds $513,846 across 2 Utilities - Regulated Electric names. DUK ranks #1 (58.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
2,387 | $302,146 | |
| 2 | CNP |
Centerpoint Energy Inc
|
4,807 | $211,700 |
All Filings in DUK
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,146 | 2,387 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $303,257 | 2,316 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $305,097 | 2,603 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $320,636 | 2,591 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||