Position in DUK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,600,857
+$826,347 QoQ
Shares Held
12,647
+113.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.36%
of 13F equity value
Holder Rank
#900
of 2,446 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, 2026Arbor Investment Advisors, LLC holds $2,087,817 across 2 Utilities - Regulated Electric names. DUK ranks #1 (76.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
12,647 | $1,600,857 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
6,000 | $486,960 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,600,857 | 12,647 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $774,510 | 5,915 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $451,024 | 3,848 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,347,142 | 10,886 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $452,058 | 3,831 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $465,925 | 3,820 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $439,040 | 4,075 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,284,557 | 11,141 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $406,432 | 4,055 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,047,079 | 10,827 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,049,487 | 10,815 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $970,065 | 10,991 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $976,371 | 10,880 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,061,459 | 11,003 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,132,066 | 10,992 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $390,590 | 4,199 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,176,415 | 10,973 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,224,128 | 10,963 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,138,479 | 10,853 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,034,941 | 10,605 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,046,234 | 10,598 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,022,349 | 10,591 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $969,071 | 10,584 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $939,355 | 10,607 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $879,189 | 11,005 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $889,518 | 10,998 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||