Position in DUK
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$575,481
-$765,987 QoQ
Shares Held
4,395
-61.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LS Investment Advisors, LLC holds $5,717,771 across 3 Utilities - Regulated Electric names.
All Filings in DUK
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $575,481 | 4,395 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,341,468 | 11,445 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,335,881 | 10,795 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,340,480 | 11,360 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,246,411 | 10,219 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,293,849 | 12,009 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,352,353 | 11,729 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,193,639 | 11,909 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $808,012 | 8,355 | Shares | Sole | 2024-04-30 | |
| 2022-12-31 | $205,980 | 2,000 | Shares | Sole | 2023-01-20 | |
| 2022-06-30 | $214,420 | 2,000 | Shares | Sole | 2022-10-28 | |
| 2022-03-31 | $223,320 | 2,000 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $209,800 | 2,000 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $2,037,555 | 21,108 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,035,470 | 22,231 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,224,184 | 25,115 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,616,157 | 32,747 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $2,964,575 | 36,654 | Shares | Defined | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||