ATLAS CAPITAL ADVISORS INC.

Position in DUK — Duke Energy CORP

CIK 1434165 JACKSON, WY

Position in DUK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$8,480

+$5,731 QoQ

Shares Held

+219.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,394

of 2,446 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

ATLAS CAPITAL ADVISORS INC. holds $2,516,489 across 21 Utilities - Regulated Electric names. DUK ranks #16 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EIX	Edison International	8,884	$661,413
2	KEP	Korea Electric Power Corp	39,235	$474,743
3	ETR	Entergy Corp /De/	3,221	$369,964
4	AEE	Ameren Corp	1,425	$161,082
5	D	Dominion Energy, Inc	2,038	$139,175
6	PCG	PG&E Corp	6,735	$113,282
7	CNP	Centerpoint Energy Inc	1,980	$87,199
8	PNW	Pinnacle West Capital Corp	726	$77,682

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,480	67	+219.0%	Shares	Sole	2026-08-13
2026-03-31	$2,749	21	+200.0%	Shares	Sole	2026-05-11
2025-12-31	$820	7	-96.0%	Shares	Sole	2026-02-13
2023-09-30	$15,357	174	0.0%	Shares	Sole	2023-11-14
2023-06-30	$15,614	174	-81.8%	Shares	Sole	2023-08-15
2023-03-31	$92,032	954	-32.8%	Shares	Sole	2023-05-16
2022-12-31	$146,245	1,420	0.0%	Shares	Sole	2023-02-15
2022-09-30	$132,088	1,420	-1.2%	Shares	Sole	2022-11-08
2022-06-30	$154,060	1,437	+4.4%	Shares	Sole	2022-08-16
2022-03-31	$153,755	1,377	+0.5%	Shares	Sole	2022-05-11
2021-12-31	$143,713	1,370	-8.5%	Shares	Sole	2022-02-01
2021-09-30	$146,189	1,498	+139.7%	Shares	Sole	2021-10-28
2021-06-30	$61,700	625	+29.1%	Shares	Sole	2021-07-30
2021-03-31	$46,720	484	+13.9%	Shares	Sole	2021-05-10
2020-12-31	$38,913	425	-93.7%	Shares	Sole	2021-02-16
2020-06-30	$537,739	6,731	-5.8%	Shares	Sole	2020-07-28
2020-03-31	$578,130	7,148	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.