Position in DUK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$886
-$30 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,436
of 2,446 holders
Holding Since
Mar 2026
2 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, 2026Phillip James Consulting Co. holds $19,486 across 9 Utilities - Regulated Electric names. DUK ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
200 | $9,324 | |
| 2 | CNP |
Centerpoint Energy Inc
|
75 | $3,303 | |
| 3 | NEE |
Nextera Energy Inc
|
22 | $1,930 | |
| 4 | SO |
Southern Co
|
14 | $1,339 | |
| 5 | ES |
Eversource Energy
|
13 | $939 | |
| 6 | DUK |
Duke Energy CORP
This page
|
7 | $886 | |
| 7 | EIX |
Edison International
|
9 | $670 | |
| 8 | D |
Dominion Energy, Inc
|
9 | $614 |
All Filings in DUK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $886 | 7 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $916 | 7 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||