Position in DUK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$346,829
-$11,946 QoQ
Shares Held
2,740
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,714
of 2,440 holders
Holding Since
Mar 2020
23 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, 2026L. Roy Papp & Associates, LLP holds $825,789 across 2 Utilities - Regulated Electric names. DUK ranks #2 (42.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,457 | $478,960 | |
| 2 | DUK |
Duke Energy CORP
This page
|
2,740 | $346,829 |
All Filings in DUK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,829 | 2,740 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $358,775 | 2,740 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $291,852 | 2,490 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $308,137 | 2,490 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $264,320 | 2,240 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $276,384 | 2,266 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $244,138 | 2,266 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $261,269 | 2,266 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $213,991 | 2,135 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $206,475 | 2,135 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $207,180 | 2,135 | Shares | Sole | 2024-01-19 | |
| 2023-03-31 | $205,963 | 2,135 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $219,883 | 2,135 | Shares | Sole | 2023-01-17 | |
| 2022-06-30 | $228,893 | 2,135 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $245,652 | 2,200 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $230,780 | 2,200 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $214,698 | 2,200 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $217,184 | 2,200 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $212,366 | 2,200 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $213,334 | 2,330 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $253,015 | 2,857 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $228,245 | 2,857 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $231,074 | 2,857 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||