World Investment Advisors

Position in DUK — Duke Energy CORP

CIK 1652594 SANTA BARBARA, CA

Position in DUK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,987,523

-$1,514,313 QoQ

Shares Held

31,502

-25.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#586

of 2,446 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

World Investment Advisors holds $40,782,098 across 25 Utilities - Regulated Electric names. DUK ranks #3 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	97,995	$8,601,021
2	ETR	Entergy Corp /De/	64,313	$7,386,991
3	DUK	Duke Energy CORP This page	31,502	$3,987,523
4	WEC	Wec Energy Group, Inc.	27,344	$3,192,958
5	PEG	Public Service Enterprise Group Inc	36,358	$2,950,815
6	AEP	American Electric Power Co Inc	21,075	$2,883,270
7	SO	Southern Co	22,194	$2,124,187
8	ED	Consolidated Edison Inc	14,583	$1,613,317

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,987,523	31,502	-25.0%	Shares	Sole	2026-08-14
2026-03-31	$5,501,836	42,018	-1.6%	Shares	Sole	2026-04-27
2025-12-31	$5,002,522	42,680	+62.7%	Shares	Sole	2026-03-13
2025-09-30	$3,245,961	26,230	+11.8%	Shares	Sole	2025-10-15
2025-06-30	$2,767,454	23,453	+9.3%	Shares	Sole	2025-08-04
2025-03-31	$2,616,987	21,456	+8.8%	Shares	Sole	2025-04-29
2024-12-31	$2,123,877	19,713	+121.6%	Shares	Sole	2025-02-12
2024-09-30	$1,025,824	8,897	-25.0%	Shares	Sole	2024-11-25
2024-06-30	$1,189,128	11,864	+475.4%	Shares	Sole	2024-08-15
2023-12-31	$200,096	2,062	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.