ACORN FINANCIAL ADVISORY SERVICES INC /ADV
Position in DUK — Duke Energy CORP
CIK 1018561
Reston, VA
Position in DUK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$365,183
-$26,065 QoQ
Shares Held
2,885
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,680
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, 2026ACORN FINANCIAL ADVISORY SERVICES INC /ADV holds $1,372,460 across 2 Utilities - Regulated Electric names. DUK ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
14,750 | $1,007,277 | |
| 2 | DUK |
Duke Energy CORP
This page
|
2,885 | $365,183 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,183 | 2,885 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $391,248 | 2,988 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $354,091 | 3,021 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $369,517 | 2,986 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $358,720 | 3,040 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $455,557 | 3,735 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $349,616 | 3,245 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $374,033 | 3,244 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $325,045 | 3,243 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $314,017 | 3,247 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $410,770 | 4,233 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $381,283 | 4,320 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $387,676 | 4,320 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $370,927 | 3,845 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $377,046 | 3,661 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $340,453 | 3,660 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $427,660 | 3,989 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $409,345 | 3,666 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $373,653 | 3,562 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $354,934 | 3,637 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $573,168 | 5,806 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $560,453 | 5,806 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $531,505 | 5,805 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $662,960 | 7,486 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $430,207 | 5,385 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $333,144 | 4,119 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||