Position in DUK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,220,738
-$298,611 QoQ
Shares Held
64,945
-0.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#360
of 2,446 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, 2026Capital Investment Advisors, LLC holds $98,457,768 across 21 Utilities - Regulated Electric names. DUK ranks #2 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
648,573 | $62,074,921 | |
| 2 | DUK |
Duke Energy CORP
This page
|
64,945 | $8,220,738 | |
| 3 | AEP |
American Electric Power Co Inc
|
51,813 | $7,088,536 | |
| 4 | NEE |
Nextera Energy Inc
|
72,100 | $6,328,217 | |
| 5 | D |
Dominion Energy, Inc
|
65,733 | $4,488,906 | |
| 6 | ED |
Consolidated Edison Inc
|
24,233 | $2,680,896 | |
| 7 | ES |
Eversource Energy
|
23,256 | $1,680,711 | |
| 8 | ETR |
Entergy Corp /De/
|
8,241 | $946,561 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,220,738 | 64,945 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $8,519,349 | 65,063 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $7,518,669 | 64,147 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $7,688,463 | 62,129 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $7,325,794 | 62,083 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $7,186,106 | 58,917 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $6,199,467 | 57,541 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $6,608,880 | 57,319 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $5,955,165 | 59,415 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $5,704,149 | 58,982 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $5,853,452 | 60,320 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $5,418,546 | 61,393 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $5,371,028 | 59,851 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $6,031,014 | 62,517 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $6,578,898 | 63,879 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $5,950,861 | 63,974 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $6,760,769 | 63,061 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $6,988,464 | 62,587 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $6,727,551 | 64,133 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $6,296,701 | 64,522 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $6,241,473 | 63,224 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $6,086,988 | 63,058 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $5,519,236 | 60,280 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $5,087,860 | 57,451 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $4,554,928 | 57,015 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $3,904,724 | 48,278 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||