Advisors Asset Management, Inc.

Position in DUK — Duke Energy CORP

CIK 1297376 Monument, CO

Position in DUK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$6,436,846

+$19,739 QoQ

Shares Held

50,852

+3.8% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#435

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Utilities · as of Jun 30, 2026

Advisors Asset Management, Inc. holds $127,029,900 across 32 Utilities - Regulated Electric names. DUK ranks #6 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	272,557	$23,922,327
2	EIX	Edison International	173,474	$12,915,139
3	D	Dominion Energy, Inc	148,831	$10,163,668
4	ES	Eversource Energy	102,948	$7,440,051
5	SO	Southern Co	76,871	$7,357,323
6	DUK	Duke Energy CORP This page	50,852	$6,436,846
7	ETR	Entergy Corp /De/	48,908	$5,617,572
8	EXC	Exelon Corp	98,188	$4,577,524

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,436,846	50,852	+3.8%	Shares	Sole	2026-08-14
2026-03-31	$6,417,107	49,008	+4.8%	Shares	Sole	2026-05-15
2025-12-31	$5,482,380	46,774	+9.2%	Shares	Sole	2026-02-12
2025-09-30	$5,300,088	42,829	-1.8%	Shares	Sole	2025-11-06
2025-06-30	$5,146,334	43,613	+1.6%	Shares	Sole	2025-08-12
2025-03-31	$5,238,123	42,946	+3.5%	Shares	Sole	2025-05-15
2024-12-31	$4,471,640	41,504	+8.4%	Shares	Sole	2025-02-10
2024-09-30	$4,416,335	38,303	+0.5%	Shares	Sole	2024-11-08
2024-06-30	$3,819,965	38,112	+7.8%	Shares	Sole	2024-08-14
2024-03-31	$3,417,731	35,340	-7.5%	Shares	Sole	2024-05-14
2023-12-31	$3,707,510	38,206	-9.3%	Shares	Sole	2024-02-14
2023-09-30	$3,719,717	42,145	-6.8%	Shares	Sole	2023-11-14
2023-06-30	$4,056,068	45,198	-2.7%	Shares	Sole	2023-08-14
2023-03-31	$4,482,382	46,464	+3.8%	Shares	Sole	2023-05-12
2022-12-31	$4,612,201	44,783	+16.3%	Shares	Sole	2023-02-13
2022-09-30	$3,580,897	38,496	+5.1%	Shares	Sole	2022-11-08
2022-06-30	$3,925,922	36,619	+0.4%	Shares	Sole	2022-08-08
2022-03-31	$4,072,463	36,472	-2.9%	Shares	Sole	2022-05-17
2021-12-31	$3,942,037	37,579	-1.8%	Shares	Sole	2022-02-15
2021-09-30	$3,735,159	38,274	-1.0%	Shares	Sole	2021-11-12
2021-06-30	$3,818,390	38,679	-13.0%	Shares	Sole	2021-07-30
2021-03-31	$4,291,820	44,461	-34.0%	Shares	Sole	2021-05-07
2020-12-31	$6,165,284	67,336	-2.4%	Shares	Sole	2021-02-12
2020-09-30	$6,107,894	68,969	-2.7%	Shares	Sole	2020-11-16
2020-06-30	$5,663,002	70,885	-8.9%	Shares	Sole	2020-08-12
2020-03-31	$6,295,537	77,838	—	Shares	Sole	2026-08-21
No filing history on record for this holder in this stock.