Position in DUK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$308,728
-$10,634 QoQ
Shares Held
2,439
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,814
of 2,446 holders
Holding Since
Sep 2020
9 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, 2026Capital Advantage, Inc. holds $308,728 across 1 Utilities - Regulated Electric name. DUK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
2,439 | $308,728 |
All Filings in DUK
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,728 | 2,439 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $319,362 | 2,439 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $303,456 | 2,589 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $320,388 | 2,589 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $305,502 | 2,589 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $297,484 | 2,439 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $262,777 | 2,439 | Shares | Sole | 2025-02-14 | |
| 2021-03-31 | $213,524 | 2,212 | Shares | Sole | 2021-04-26 | |
| 2020-09-30 | $195,894 | 2,212 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||