Advanced Asset Management Advisors Inc

Position in DUK — Duke Energy CORP

CIK 1075444 DUBLIN, OH

Position in DUK

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,449,196

-$84,362 QoQ

Shares Held

19,349

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#736

of 2,446 holders

Holding Since

Dec 2022

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Advanced Asset Management Advisors Inc holds $11,581,584 across 5 Utilities - Regulated Electric names. DUK ranks #3 (21.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	23,225	$3,177,412
2	SO	Southern Co	25,805	$2,469,796
3	DUK	Duke Energy CORP This page	19,349	$2,449,196
4	PEG	Public Service Enterprise Group Inc	25,482	$2,068,119
5	EXC	Exelon Corp	30,396	$1,417,061

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,449,196	19,349	0.0%	Shares	Sole	2026-07-16
2026-03-31	$2,533,558	19,349	0.0%	Shares	Sole	2026-04-24
2025-12-31	$2,267,896	19,349	0.0%	Shares	Sole	2026-02-02
2025-09-30	$2,394,438	19,349	0.0%	Shares	Sole	2025-10-20
2025-06-30	$2,283,182	19,349	0.0%	Shares	Sole	2025-07-24
2025-03-31	$2,359,997	19,349	0.0%	Shares	Sole	2025-04-17
2024-12-31	$2,084,661	19,349	0.0%	Shares	Sole	2025-01-31
2024-09-30	$2,230,939	19,349	0.0%	Shares	Sole	2024-10-24
2024-06-30	$1,939,350	19,349	+4899.7%	Shares	Sole	2024-08-01
2022-12-31	$39,857	387	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.