Position in DUK
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$11,247,615
+$7,478,809 QoQ
Shares Held
85,899
+182.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
10 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, 2026L & S Advisors Inc holds $211,234 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,544 | $211,234 |
All Filings in DUK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,247,615 | 85,899 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $3,768,806 | 30,455 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $4,127,708 | 33,842 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,631,915 | 33,710 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,316,722 | 20,093 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,429,374 | 24,238 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,166,787 | 22,405 | Shares | Sole | 2024-05-10 | |
| 2022-12-31 | $2,857,354 | 27,744 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $5,270,229 | 49,158 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,475,806 | 49,040 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||