Pure Financial Advisors, LLC

Position in DUK — Duke Energy CORP

CIK 1571556 SAN DIEGO, CA

Position in DUK

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$4,807,888

+$66,813 QoQ

Shares Held

37,983

+4.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#530

of 2,446 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Pure Financial Advisors, LLC holds $11,659,284 across 16 Utilities - Regulated Electric names. DUK ranks #1 (41.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	37,983	$4,807,888
2	NEE	Nextera Energy Inc	12,207	$1,071,408
3	SO	Southern Co	9,781	$936,139
4	ED	Consolidated Edison Inc	6,199	$685,795
5	PPL	PPL Corp	15,415	$560,335
6	NGG	National Grid PLC	6,085	$504,263
7	EXC	Exelon Corp	9,485	$442,190
8	D	Dominion Energy, Inc	5,934	$405,232

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,807,888	37,983	+4.9%	Shares	Sole	2026-08-17
2026-03-31	$4,741,075	36,208	+6.8%	Shares	Sole	2026-04-10
2025-12-31	$3,975,059	33,914	-0.9%	Shares	Sole	2026-02-04
2025-09-30	$4,234,601	34,219	+3.4%	Shares	Sole	2025-10-20
2025-06-30	$3,904,384	33,088	+989.5%	Shares	Sole	2025-07-18
2025-03-31	$370,422	3,037	+22.8%	Shares	Sole	2025-04-23
2024-12-31	$266,441	2,473	+5.1%	Shares	Sole	2025-01-16
2024-09-30	$271,416	2,354	-2.6%	Shares	Sole	2024-10-29
2024-06-30	$242,356	2,418	-6.9%	Shares	Sole	2024-07-18
2024-03-31	$251,059	2,596	-25.0%	Shares	Sole	2024-04-16
2023-12-31	$336,049	3,463	—	Shares	Sole	2024-01-08
No filing history on record for this holder in this stock.