Capital Analysts, LLC

Position in DUK — Duke Energy CORP

CIK 1624758 FORT WASHINGTON, PA

Position in DUK

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$583,533

-$19,706 QoQ

Shares Held

4,610

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,384

of 2,446 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Capital Analysts, LLC holds $29,025,887 across 20 Utilities - Regulated Electric names. DUK ranks #5 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	146,712	$20,071,668
2	NEE	Nextera Energy Inc	46,297	$4,063,487
3	AEE	Ameren Corp	19,745	$2,231,974
4	PEG	Public Service Enterprise Group Inc	10,239	$830,996
5	DUK	Duke Energy CORP This page	4,610	$583,533
6	D	Dominion Energy, Inc	7,289	$497,765
7	SO	Southern Co	3,591	$343,693
8	XEL	Xcel Energy Inc	1,516	$121,734

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$583,533	4,610	+0.1%	Shares	Defined	2026-08-05
2026-03-31	$603,239	4,607	-13.2%	Shares	Defined	2026-05-14
2025-09-30	$657,111	5,310	-0.4%	Shares	Defined	2025-11-14
2025-06-30	$628,940	5,330	-3.1%	Shares	Defined	2025-08-13
2025-03-31	$671,078	5,502	-3.2%	Shares	Defined	2025-05-14
2024-12-31	$612,285	5,683	+16.9%	Shares	Defined	2025-02-14
2024-09-30	$560,588	4,862	+89.4%	Shares	Defined	2024-11-13
2024-06-30	$257,290	2,567	+17.3%	Shares	Defined	2024-08-14
2024-03-31	$211,600	2,188	0.0%	Shares	Defined	2024-05-14
2023-12-31	$212,322	2,188	-4.9%	Shares	Defined	2024-01-30
2023-09-30	$203,085	2,301	-53.3%	Shares	Defined	2023-11-13
2023-06-30	$441,969	4,925	+3.6%	Shares	Defined	2023-08-11
2023-03-31	$458,424	4,752	+1.8%	Shares	Defined	2023-05-05
2022-12-31	$480,859	4,669	+2.6%	Shares	Defined	2023-02-08
2022-09-30	$423,147	4,549	+1.2%	Shares	Defined	2022-11-14
2022-06-30	$481,694	4,493	+0.4%	Shares	Defined	2022-08-12
2022-03-31	$499,454	4,473	+2.3%	Shares	Defined	2022-05-12
2021-12-31	$458,727	4,373	+4.6%	Shares	Defined	2022-02-10
2021-09-30	$407,828	4,179	-12.0%	Shares	Defined	2021-11-04
2021-06-30	$468,919	4,750	+20.8%	Shares	Defined	2021-08-05
2021-03-31	$379,459	3,931	+26106.7%	Shares	Defined	2021-05-17
2020-12-31	$1,373	15	-92.5%	Shares	Sole	2021-02-16
2020-09-30	$17,712	200	0.0%	Shares	Sole	2020-11-12
2020-06-30	$15,978	200	0.0%	Shares	Sole	2020-08-07
2020-03-31	$16,176	200	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.