Strategic Advisors LLC

Position in DUK — Duke Energy CORP

CIK 1569119 New York, NY

Position in DUK

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,199,345

-$7,670,661 QoQ

Shares Held

9,475

-86.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,030

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Strategic Advisors LLC holds $3,507,317 across 6 Utilities - Regulated Electric names. DUK ranks #1 (34.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	9,475	$1,199,345
2	AEP	American Electric Power Co Inc	6,347	$868,333
3	ED	Consolidated Edison Inc	3,930	$434,775
4	EXC	Exelon Corp	8,457	$394,265
5	DTE	Dte Energy Co	2,214	$337,347
6	SO	Southern Co	2,855	$273,252

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,199,345	9,475	-86.0%	Shares	Sole	2026-07-28
2026-03-31	$8,870,006	67,741	-0.1%	Shares	Sole	2026-05-14
2025-12-31	$7,948,478	67,814	-0.6%	Shares	Sole	2026-02-10
2025-09-30	$8,438,636	68,191	-0.0%	Shares	Sole	2025-11-03
2025-06-30	$8,049,016	68,212	+0.3%	Shares	Sole	2025-08-12
2025-03-31	$8,292,862	67,991	-0.0%	Shares	Sole	2025-04-17
2024-12-31	$7,328,474	68,020	+2.5%	Shares	Sole	2025-01-31
2024-09-30	$7,649,002	66,340	+0.0%	Shares	Sole	2024-10-09
2024-06-30	$6,648,656	66,334	+0.0%	Shares	Sole	2024-07-11
2024-03-31	$6,414,580	66,328	+0.0%	Shares	Sole	2024-04-22
2023-12-31	$6,435,789	66,321	-1.5%	Shares	Sole	2024-01-19
2023-09-30	$5,941,133	67,314	-0.1%	Shares	Sole	2023-10-13
2023-06-30	$6,048,476	67,400	-1.3%	Shares	Sole	2023-07-31
2023-03-31	$6,588,225	68,293	+0.0%	Shares	Sole	2023-04-27
2022-12-31	$7,032,878	68,287	-0.1%	Shares	Sole	2023-01-23
2022-09-30	$6,357,265	68,343	+0.9%	Shares	Sole	2022-11-10
2022-06-30	$7,262,405	67,740	-0.6%	Shares	Sole	2022-08-03
2022-03-31	$7,609,629	68,150	+0.0%	Shares	Sole	2022-05-10
2021-12-31	$7,148,305	68,144	+170.2%	Shares	Sole	2022-01-21
2021-09-30	$2,461,317	25,221	+210.3%	Shares	Sole	2021-10-21
2021-06-30	$802,494	8,129	+10.1%	Shares	Sole	2021-08-10
2021-03-31	$712,487	7,381	+3.4%	Shares	Sole	2021-05-05
2020-12-31	$653,829	7,141	-9.6%	Shares	Sole	2021-02-11
2020-09-30	$699,889	7,903	+2.9%	Shares	Sole	2020-10-13
2020-06-30	$613,475	7,679	+50.6%	Shares	Sole	2020-08-12
2020-03-31	$412,326	5,098	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.