Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$855,933
+$30,226 QoQ
Shares Held
6,762
+7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,174
of 2,446 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MCF Advisors LLC holds $7,671,467 across 23 Utilities - Regulated Electric names. DUK ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
42,800 | $3,756,556 | |
| 2 | PNW |
Pinnacle West Capital Corp
|
10,889 | $1,165,123 | |
| 3 | DUK |
Duke Energy CORP
This page
|
6,762 | $855,933 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,765 | $378,279 | |
| 5 | EXC |
Exelon Corp
|
7,813 | $364,242 | |
| 6 | SO |
Southern Co
|
3,752 | $359,103 | |
| 7 | DTE |
Dte Energy Co
|
1,586 | $241,658 | |
| 8 | D |
Dominion Energy, Inc
|
1,410 | $96,288 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $855,933 | 6,762 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $825,707 | 6,306 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $493,336 | 4,209 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $383,130 | 3,096 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $360,608 | 3,056 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $375,911 | 3,082 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $344,337 | 3,196 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $376,223 | 3,263 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $320,736 | 3,200 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $292,064 | 3,020 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $292,381 | 3,013 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $265,927 | 3,013 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $220,939 | 2,462 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $237,509 | 2,462 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $358,508 | 3,481 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $323,895 | 3,482 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $374,591 | 3,494 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $395,053 | 3,538 | Shares | Sole | 2022-05-05 | |
| 2021-09-30 | $341,760 | 3,502 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $346,408 | 3,509 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $242,290 | 2,510 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $229,815 | 2,510 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $343,435 | 3,878 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $295,193 | 3,695 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $298,851 | 3,695 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||