Position in DUK
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$209,616
-$26,730 QoQ
Shares Held
1,656
-8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,062
of 2,440 holders
Holding Since
Mar 2021
17 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, 2026Annex Advisory Services, LLC holds $79,020,476 across 9 Utilities - Regulated Electric names. DUK ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
711,009 | $62,405,259 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
121,431 | $14,179,497 | |
| 3 | LNT |
Alliant Energy Corp
|
10,112 | $771,444 | |
| 4 | SO |
Southern Co
|
5,055 | $483,814 | |
| 5 | MGEE |
Mge Energy Inc
|
3,283 | $267,695 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,899 | $259,802 | |
| 7 | EIX |
Edison International
|
3,203 | $238,463 | |
| 8 | DUK |
Duke Energy CORP
This page
|
1,656 | $209,616 |
All Filings in DUK
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,616 | 1,656 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $236,346 | 1,805 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $233,951 | 1,996 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,555,190 | 20,648 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $221,985 | 1,820 | Shares | Sole | 2025-04-11 | |
| 2023-12-31 | $234,254 | 2,414 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $257,101 | 2,913 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $321,089 | 3,578 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $202,683 | 2,101 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $215,249 | 2,090 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $296,733 | 3,190 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $342,857 | 3,198 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $244,870 | 2,193 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $227,213 | 2,166 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $203,279 | 2,083 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $252,427 | 2,557 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $243,545 | 2,523 | Shares | Sole | 2021-04-22 | |
| No filing history on record for this holder in this stock. | ||||||