Position in DUK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,948,684
+$4,169,299 QoQ
Shares Held
75,979
+54.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Advisory Services Network, LLC holds $71,058,274 across 37 Utilities - Regulated Electric names. DUK ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
161,960 | $15,042,837 | |
| 2 | SO |
Southern Co
|
121,399 | $11,717,425 | |
| 3 | DUK |
Duke Energy CORP
This page
|
75,979 | $9,948,684 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
45,635 | $5,283,159 | |
| 5 | ETR |
Entergy Corp /De/
|
38,618 | $4,339,116 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
47,574 | $3,851,110 | |
| 7 | FE |
Firstenergy Corp
|
54,825 | $2,777,432 | |
| 8 | AEP |
American Electric Power Co Inc
|
17,813 | $2,334,920 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||