FDx Advisors, Inc.

Position in DUK — Duke Energy CORP

CIK 1566601 BERWYN, PA

Position in DUK

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$226,704

-$93,182 QoQ

Shares Held

1,791

-26.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#2,011

of 2,446 holders

Holding Since

Mar 2020

25 quarters on record

Utilities · as of Jun 30, 2026

FDx Advisors, Inc. holds $1,898,075 across 6 Utilities - Regulated Electric names. DUK ranks #5 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NGG	National Grid PLC	7,887	$653,595
2	WEC	Wec Energy Group, Inc.	2,549	$297,646
3	PPL	PPL Corp	7,190	$261,356
4	FE	Firstenergy Corp	5,199	$247,160
5	DUK	Duke Energy CORP This page	1,791	$226,704
6	SO	Southern Co	2,211	$211,614

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$226,704	1,791	-26.7%	Shares	Sole	2026-08-04
2026-03-31	$319,886	2,443	+0.6%	Shares	Sole	2026-05-01
2025-09-30	$300,465	2,428	+1.3%	Shares	Sole	2025-11-04
2025-06-30	$282,964	2,398	-2.3%	Shares	Sole	2025-08-07
2025-03-31	$299,314	2,454	-1.2%	Shares	Sole	2025-05-01
2024-12-31	$267,733	2,485	-5.5%	Shares	Sole	2025-02-03
2024-09-30	$303,239	2,630	-30.2%	Shares	Sole	2024-11-04
2024-06-30	$377,566	3,767	-17.6%	Shares	Sole	2024-08-02
2024-03-31	$442,158	4,572	-41.7%	Shares	Sole	2024-05-03
2023-12-31	$761,569	7,848	-5.1%	Shares	Sole	2024-02-13
2023-09-30	$729,821	8,269	-44.5%	Shares	Sole	2023-11-02
2023-06-30	$1,337,215	14,901	-58.3%	Shares	Sole	2023-07-17
2023-03-31	$3,447,934	35,741	0.0%	Shares	Sole	2023-05-22
2022-12-31	$3,680,965	35,741	+10.8%	Shares	Sole	2023-02-10
2022-09-30	$2,999,895	32,250	-1.7%	Shares	Sole	2022-11-10
2022-06-30	$3,515,844	32,794	+3.2%	Shares	Sole	2022-08-03
2022-03-31	$3,546,656	31,763	+8.6%	Shares	Sole	2022-05-03
2021-12-31	$3,068,115	29,248	+25.8%	Shares	Sole	2022-02-01
2021-09-30	$2,269,065	23,251	+22.9%	Shares	Sole	2021-10-08
2021-06-30	$1,867,584	18,918	-6.5%	Shares	Sole	2021-08-05
2021-03-31	$1,952,512	20,227	+34.8%	Shares	Sole	2021-04-14
2020-12-31	$1,374,040	15,007	+0.8%	Shares	Sole	2021-02-08
2020-09-30	$1,319,101	14,895	-30.9%	Shares	Sole	2020-11-12
2020-06-30	$1,723,147	21,569	+144.9%	Shares	Sole	2020-07-22
2020-03-31	$712,471	8,809	—	Shares	Sole	2020-05-22
No filing history on record for this holder in this stock.