Position in DUK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,078,081
-$11,732 QoQ
Shares Held
8,517
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,078
of 2,446 holders
Holding Since
Mar 2020
26 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, 2026Aviance Capital Partners, LLC holds $5,336,129 across 7 Utilities - Regulated Electric names. DUK ranks #3 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
8,760 | $1,198,455 | |
| 2 | NEE |
Nextera Energy Inc
|
12,863 | $1,128,985 | |
| 3 | DUK |
Duke Energy CORP
This page
|
8,517 | $1,078,081 | |
| 4 | SO |
Southern Co
|
8,579 | $821,096 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
4,500 | $481,500 | |
| 6 | D |
Dominion Energy, Inc
|
5,477 | $374,024 | |
| 7 | XEL |
Xcel Energy Inc
|
3,163 | $253,988 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,078,081 | 8,517 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,089,813 | 8,323 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $975,538 | 8,323 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,029,971 | 8,323 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $927,598 | 7,861 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $800,245 | 6,561 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $756,873 | 7,025 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,296,660 | 19,919 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,991,870 | 19,873 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,716,602 | 17,750 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,474,813 | 15,198 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,341,198 | 15,196 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,351,843 | 15,064 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,453,224 | 15,064 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,555,766 | 15,106 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,333,441 | 14,335 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,581,883 | 14,755 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,685,507 | 15,095 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,612,313 | 15,370 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,499,958 | 15,370 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,490,178 | 15,095 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,457,120 | 15,095 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,391,254 | 15,195 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,372,237 | 15,495 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,237,895 | 15,495 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,253,235 | 15,495 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||