Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$528,724
-$18,212 QoQ
Shares Held
4,177
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,440
of 2,446 holders
Holding Since
Mar 2024
10 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, 2026Ironsides Asset Advisors, LLC holds $1,159,931 across 2 Utilities - Regulated Electric names. DUK ranks #2 (45.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
6,595 | $631,207 | |
| 2 | DUK |
Duke Energy CORP
This page
|
4,177 | $528,724 |
All Filings in DUK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $528,724 | 4,177 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $546,936 | 4,177 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $203,476 | 1,736 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $214,830 | 1,736 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $204,848 | 1,736 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $214,545 | 1,759 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $275,167 | 2,554 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $294,476 | 2,554 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $234,939 | 2,344 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $265,372 | 2,744 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||