Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,119,049
+$170,365 QoQ
Shares Held
79,942
+5.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#331
of 2,459 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Advisory Services Network, LLC holds $75,926,920 across 28 Utilities - Regulated Electric names. DUK ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
180,010 | $15,799,468 | |
| 2 | SO |
Southern Co
|
120,975 | $11,578,511 | |
| 3 | DUK |
Duke Energy CORP
This page
|
79,942 | $10,119,049 | |
| 4 | ETR |
Entergy Corp /De/
|
49,335 | $5,666,613 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
46,972 | $5,484,913 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
47,103 | $3,822,874 | |
| 7 | FE |
Firstenergy Corp
|
59,696 | $2,837,942 | |
| 8 | EVRG |
Evergy, Inc.
|
31,255 | $2,701,364 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,119,049 | 79,942 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $9,948,684 | 75,979 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,779,385 | 49,308 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,523,353 | 52,714 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $6,328,812 | 53,634 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $6,434,035 | 52,751 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,111,697 | 66,008 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,364,441 | 55,199 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,532,592 | 55,199 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,116,421 | 63,245 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $7,273,242 | 74,951 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,194,774 | 81,518 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,996,153 | 66,817 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,584,557 | 68,255 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $6,566,639 | 63,760 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,375,531 | 57,789 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,752,831 | 62,987 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $6,539,812 | 58,569 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $5,428,049 | 51,745 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,891,697 | 50,125 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $4,337,262 | 43,935 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,446,267 | 46,061 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $3,580,819 | 39,109 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $3,708,005 | 41,870 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,096,535 | 38,760 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,858,783 | 35,346 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||