Position in DUK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$233,919
+$24,705 QoQ
Shares Held
1,848
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,986
of 2,446 holders
Holding Since
Jun 2025
2 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, 2026PKS Advisory Services, LLC holds $2,282,058 across 4 Utilities - Regulated Electric names. DUK ranks #4 (10.3% of the industry book) .
All Filings in DUK
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,919 | 1,848 | Shares | Sole | 2026-08-04 | |
| 2025-06-30 | $209,214 | 1,773 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||