Position in DUK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$153,921
-$33,061 QoQ
Shares Held
1,216
-14.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,137
of 2,440 holders
Holding Since
Dec 2024
5 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, 2026RICHARDS, MERRILL & PETERSON, INC. holds $1,149,496 across 2 Utilities - Regulated Electric names. DUK ranks #2 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
10,402 | $995,575 | |
| 2 | DUK |
Duke Energy CORP
This page
|
1,216 | $153,921 |
All Filings in DUK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,921 | 1,216 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $186,982 | 1,428 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $181,089 | 1,545 | Shares | Sole | 2026-01-27 | |
| 2025-03-31 | $138,557 | 1,136 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $111,834 | 1,038 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||