Cambridge Investment Research Advisors, Inc.
Position in DUK — Duke Energy CORP
CIK 1419186
FAIRFIELD, IA
Position in DUK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$45,848,162
-$1,233,017 QoQ
Shares Held
362,207
+0.7% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#144
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $297,515,289 across 30 Utilities - Regulated Electric names. DUK ranks #2 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
635,600 | $55,786,612 | |
| 2 | DUK |
Duke Energy CORP
This page
|
362,207 | $45,848,162 | |
| 3 | SO |
Southern Co
|
477,447 | $45,696,452 | |
| 4 | AEP |
American Electric Power Co Inc
|
187,617 | $25,667,881 | |
| 5 | D |
Dominion Energy, Inc
|
256,269 | $17,500,610 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
91,580 | $10,693,796 | |
| 7 | ETR |
Entergy Corp /De/
|
92,453 | $10,619,151 | |
| 8 | ED |
Consolidated Edison Inc
|
89,892 | $9,944,751 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,848,162 | 362,207 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $47,081,179 | 359,563 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $40,530,631 | 345,795 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $40,099,702 | 324,038 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $36,679,356 | 310,842 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $35,574,623 | 291,667 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $29,167,911 | 270,725 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $31,769,877 | 275,541 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $29,400,566 | 293,331 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $27,496,587 | 284,320 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $29,544,992 | 304,462 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $27,274,369 | 309,023 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $24,892,170 | 277,381 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $25,836,691 | 267,821 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $27,214,695 | 264,246 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $21,410,134 | 230,167 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $22,332,593 | 208,307 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $22,963,213 | 205,653 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $20,720,582 | 197,527 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $18,056,882 | 185,028 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $18,452,248 | 186,915 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $18,411,746 | 190,736 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $15,471,717 | 168,979 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $17,400,534 | 196,483 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $13,029,499 | 163,093 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $13,599,648 | 168,146 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||