Position in DUK
as of Mar 31, 2026
· filed May 20, 2026
Position Value
$13,900,197
+$1,745,286 QoQ
Shares Held
106,157
+2.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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, 2026CCM INVESTMENT ADVISERS LLC holds $28,836,416 across 3 Utilities - Regulated Electric names.
All Filings in DUK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,900,197 | 106,157 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $12,154,911 | 103,702 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $12,353,096 | 99,823 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $11,612,616 | 98,412 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $11,916,103 | 97,697 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $9,008,141 | 83,610 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $7,754,386 | 67,254 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $2,038,577 | 20,339 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,981,491 | 20,489 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $2,145,942 | 22,114 | Shares | Sole | 2024-03-05 | |
| No filing history on record for this holder in this stock. | ||||||