Position in DUK
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$7,165,946
+$36,787 QoQ
Shares Held
56,612
+4.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#400
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, 2026Dynamic Advisor Solutions LLC holds $34,199,584 across 12 Utilities - Regulated Electric names. DUK ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
89,321 | $8,548,912 | |
| 2 | DUK |
Duke Energy CORP
This page
|
56,612 | $7,165,946 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
55,268 | $4,485,550 | |
| 4 | NEE |
Nextera Energy Inc
|
44,463 | $3,902,517 | |
| 5 | D |
Dominion Energy, Inc
|
51,485 | $3,515,910 | |
| 6 | ES |
Eversource Energy
|
31,396 | $2,268,988 | |
| 7 | EVRG |
Evergy, Inc.
|
19,146 | $1,654,788 | |
| 8 | AEP |
American Electric Power Co Inc
|
6,115 | $836,593 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,165,946 | 56,612 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $7,129,159 | 54,446 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,595,533 | 30,676 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $4,016,430 | 32,456 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $3,738,594 | 31,683 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $3,120,968 | 25,588 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,663,548 | 24,722 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,048,993 | 26,444 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,747,304 | 27,410 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,697,435 | 27,892 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,505,960 | 25,824 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,180,198 | 24,702 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,095,070 | 23,346 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,095,424 | 21,721 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,790,172 | 17,382 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,442,461 | 15,507 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,663,899 | 15,520 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,681,152 | 15,056 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,580,528 | 15,067 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,422,471 | 14,576 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,404,390 | 14,226 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,339,064 | 13,872 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,117,947 | 12,210 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $993,554 | 11,219 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $859,856 | 10,763 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $843,901 | 10,434 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||