Position in DUK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$218,856
-$4,527 QoQ
Shares Held
1,729
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#2,031
of 2,440 holders
Holding Since
Dec 2025
3 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, 2026S Harris Financial Group, LLC holds $419,234 across 2 Utilities - Regulated Electric names. DUK ranks #1 (52.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
1,729 | $218,856 | |
| 2 | NEE |
Nextera Energy Inc
|
2,283 | $200,378 |
All Filings in DUK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,856 | 1,729 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $223,383 | 1,706 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $207,344 | 1,769 | Shares | Sole | 2026-03-03 | |
| No filing history on record for this holder in this stock. | ||||||