Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,739,010
-$357,163 QoQ
Shares Held
45,339
-2.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#471
of 2,452 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 23%
None 77%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Regal Investment Advisors LLC holds $23,951,618 across 12 Utilities - Regulated Electric names. DUK ranks #1 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
45,339 | $5,739,010 | |
| 2 | AEP |
American Electric Power Co Inc
|
35,115 | $4,804,083 | |
| 3 | ETR |
Entergy Corp /De/
|
32,568 | $3,740,760 | |
| 4 | ED |
Consolidated Edison Inc
|
29,375 | $3,249,756 | |
| 5 | SO |
Southern Co
|
21,808 | $2,087,243 | |
| 6 | NEE |
Nextera Energy Inc
|
15,038 | $1,319,885 | |
| 7 | MGEE |
Mge Energy Inc
|
11,174 | $911,127 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
7,012 | $818,791 |
All Filings in DUK
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,739,010 | 45,339 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,096,173 | 46,557 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,322,154 | 45,407 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,243,906 | 42,375 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,381,762 | 28,659 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,018,147 | 24,745 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,355,239 | 31,142 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,953,521 | 34,289 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,430,071 | 34,222 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,771,593 | 38,999 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,829,004 | 39,458 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,326,431 | 37,689 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,181,372 | 35,451 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,221,422 | 33,393 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,551,095 | 34,480 | Shares | Sole | 2023-03-01 | |
| 2022-09-30 | $3,125,751 | 33,603 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,647,605 | 34,023 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,790,298 | 33,945 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,269,628 | 31,169 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,017,580 | 30,921 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $2,961,402 | 29,998 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $3,399,714 | 37,131 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||