Position in DUK
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$8,269,471
+$130,241 QoQ
Shares Held
65,330
+5.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.94%
of 13F equity value
Holder Rank
#359
of 2,446 holders
Holding Since
Mar 2020
26 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, 2026Whitener Capital Management, Inc. holds $10,157,561 across 3 Utilities - Regulated Electric names. DUK ranks #1 (81.4% of the industry book) .
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,269,471 | 65,330 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $8,139,230 | 62,160 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $6,225,140 | 53,111 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,000,018 | 48,485 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $5,547,770 | 47,015 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $5,583,542 | 45,778 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,760,707 | 44,187 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,045,182 | 43,757 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,413,928 | 44,038 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $4,135,222 | 42,759 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $4,037,058 | 41,602 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,853,431 | 43,660 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $3,788,015 | 42,211 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $4,008,328 | 41,550 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $4,161,722 | 40,409 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $3,773,077 | 40,562 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $4,404,615 | 41,084 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,539,983 | 40,659 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $4,097,289 | 39,059 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,505,237 | 35,918 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,688,672 | 37,365 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,504,811 | 36,308 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $3,288,652 | 35,918 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,947,985 | 33,288 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $2,481,383 | 31,060 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $2,387,173 | 29,515 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||