Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,955,896
+$462,537 QoQ
Shares Held
23,352
+22.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#675
of 2,440 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, 2026Advisory Alpha, LLC holds $15,920,337 across 17 Utilities - Regulated Electric names. DUK ranks #2 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
42,470 | $3,727,591 | |
| 2 | DUK |
Duke Energy CORP
This page
|
23,352 | $2,955,896 | |
| 3 | SO |
Southern Co
|
16,579 | $1,586,776 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
14,856 | $1,205,712 | |
| 5 | DTE |
Dte Energy Co
|
5,702 | $868,813 | |
| 6 | AEP |
American Electric Power Co Inc
|
6,179 | $845,348 | |
| 7 | D |
Dominion Energy, Inc
|
10,754 | $734,390 | |
| 8 | EIX |
Edison International
|
8,624 | $642,056 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,955,896 | 23,352 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,493,359 | 19,042 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,902,787 | 16,234 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,095,211 | 16,931 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,876,436 | 15,902 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,948,226 | 15,973 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $1,719,745 | 15,962 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,936,117 | 16,792 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,517,582 | 15,141 | Shares | Sole | 2024-08-21 | |
| 2024-03-31 | $1,503,066 | 15,542 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,049,584 | 10,816 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $911,461 | 10,327 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $735,239 | 8,193 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $636,219 | 6,595 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $883,448 | 8,578 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $794,204 | 8,538 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,171,162 | 10,924 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,270,690 | 11,380 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,135,542 | 10,825 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,109,988 | 11,374 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,142,486 | 11,573 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $326,367 | 3,381 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $214,799 | 2,346 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $211,392 | 2,387 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $199,005 | 2,491 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $225,736 | 2,791 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||