Position in DUK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$9,529,828
-$2,005,855 QoQ
Shares Held
75,287
-14.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#339
of 2,446 holders
Holding Since
Mar 2020
26 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, 2026Private Advisor Group, LLC holds $99,494,944 across 28 Utilities - Regulated Electric names. DUK ranks #2 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
247,270 | $21,702,887 | |
| 2 | DUK |
Duke Energy CORP
This page
|
75,287 | $9,529,828 | |
| 3 | AEP |
American Electric Power Co Inc
|
65,832 | $9,006,475 | |
| 4 | SO |
Southern Co
|
86,588 | $8,287,337 | |
| 5 | D |
Dominion Energy, Inc
|
95,883 | $6,547,850 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
74,794 | $6,070,281 | |
| 7 | ED |
Consolidated Edison Inc
|
42,998 | $4,756,868 | |
| 8 | XEL |
Xcel Energy Inc
|
57,252 | $4,597,335 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,529,828 | 75,287 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $11,535,683 | 88,099 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $10,490,412 | 89,501 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,661,533 | 78,073 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,070,542 | 76,869 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $9,112,012 | 74,707 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $8,179,836 | 75,922 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $8,809,496 | 76,405 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $7,526,972 | 75,097 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $7,064,181 | 73,045 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $7,329,431 | 75,530 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,446,951 | 73,045 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $6,448,626 | 71,859 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,493,395 | 67,310 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,286,867 | 69,555 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $8,043,160 | 86,467 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $8,774,709 | 81,846 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $10,206,282 | 91,405 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $9,474,568 | 90,320 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $11,713,239 | 120,025 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $8,046,864 | 81,512 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $8,082,553 | 83,731 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $7,100,020 | 77,545 | Shares | Sole | 2021-04-01 | |
| 2020-09-30 | $6,105,060 | 68,937 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $5,389,778 | 67,465 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $4,991,670 | 61,717 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||