Position in DUK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,603,515
+$150,343 QoQ
Shares Held
12,668
+14.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#898
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HBK Sorce Advisory LLC holds $16,403,386 across 18 Utilities - Regulated Electric names. DUK ranks #2 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
44,959 | $3,946,051 | |
| 2 | DUK |
Duke Energy CORP
This page
|
12,668 | $1,603,515 | |
| 3 | EXC |
Exelon Corp
|
27,078 | $1,262,376 | |
| 4 | AEP |
American Electric Power Co Inc
|
8,729 | $1,194,214 | |
| 5 | PPL |
PPL Corp
|
30,869 | $1,122,088 | |
| 6 | D |
Dominion Energy, Inc
|
14,014 | $957,016 | |
| 7 | SO |
Southern Co
|
9,437 | $903,215 | |
| 8 | LNT |
Alliant Energy Corp
|
10,892 | $830,950 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,603,515 | 12,668 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,453,172 | 11,098 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,439,456 | 12,281 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,503,562 | 12,150 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,362,900 | 11,550 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,434,611 | 11,762 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,218,000 | 11,305 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,174,561 | 10,187 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,070,255 | 10,678 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,077,446 | 11,141 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,048,226 | 10,802 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $981,274 | 11,118 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,005,895 | 11,209 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,045,734 | 10,840 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $1,610,557 | 15,638 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $657,558 | 7,069 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $718,414 | 6,701 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $760,292 | 6,809 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $751,084 | 7,160 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $684,398 | 7,013 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $788,970 | 7,992 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $781,024 | 8,091 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $765,075 | 8,356 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $716,627 | 8,092 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $630,332 | 7,890 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $620,268 | 7,669 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||