Position in SO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,319,138
+$127,376 QoQ
Shares Held
13,667
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Empire Financial Management Company, LLC holds $3,542,467 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
27,986 | $3,542,467 |
All Filings in SO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,319,138 | 13,667 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,191,762 | 13,667 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,295,221 | 13,667 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,255,040 | 13,667 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,256,680 | 13,667 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,402,156 | 17,033 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,232,490 | 13,667 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,060,149 | 13,667 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $980,470 | 13,667 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $958,330 | 13,667 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $884,528 | 13,667 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $960,106 | 13,667 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $950,949 | 13,667 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||