Transamerica Financial Advisors, LLC
Position in DUK — Duke Energy CORP
CIK 1502149
CEDAR RAPIDS, IA
Position in DUK
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$272,906
+$8,801 QoQ
Shares Held
2,156
+6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,884
of 2,443 holders
Holding Since
Mar 2020
22 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, 2026Transamerica Financial Advisors, LLC holds $17,072,138 across 30 Utilities - Regulated Electric names. DUK ranks #4 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
102,252 | $7,612,661 | |
| 2 | ETR |
Entergy Corp /De/
|
63,558 | $7,300,271 | |
| 3 | NGG |
National Grid PLC
|
4,755 | $394,046 | |
| 4 | DUK |
Duke Energy CORP
This page
|
2,156 | $272,906 | |
| 5 | NEE |
Nextera Energy Inc
|
2,938 | $257,868 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,678 | $229,567 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,753 | $204,697 | |
| 8 | SO |
Southern Co
|
1,884 | $180,317 |
All Filings in DUK
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,906 | 2,156 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $264,105 | 2,017 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $179,682 | 1,533 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $150,108 | 1,213 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,416 | 12 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2 | 12 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2 | 13 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,960 | 17 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $82,288 | 821 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $79,398 | 821 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $821,443 | 8,465 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $971,742 | 11,010 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $576,579 | 6,425 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $626,572 | 6,495 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $849,152 | 8,245 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $999,499 | 10,745 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $971,965 | 9,066 | Shares | Sole | 2022-08-15 | |
| 2021-03-31 | $2,316 | 24 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,014 | 22 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,302 | 26 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $539,976 | 6,759 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,051 | 13 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||