BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in DUK — Duke Energy CORP

CIK 1654599 MORRISTOWN, NJ

Back to DUK Full portfolio

Position in DUK

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$7,616,318

-$328,466 QoQ

Shares Held

60,170

-0.8% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#379

of 2,440 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 74% Shared 0% None 26%

Common Shares in DUK Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $29,985,294 across 16 Utilities - Regulated Electric names. DUK ranks #2 (25.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	139,413	$12,236,279
2	DUK	Duke Energy CORP This page	60,170	$7,616,318
3	PNW	Pinnacle West Capital Corp	65,932	$7,054,724
4	PEG	Public Service Enterprise Group Inc	28,137	$2,283,598
5	SO	Southern Co	1,725	$165,099
6	ED	Consolidated Edison Inc	1,285	$142,159
7	XEL	Xcel Energy Inc	1,736	$139,400
8	AEP	American Electric Power Co Inc	825	$112,868

All Filings in DUK

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24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,616,318	60,170	-0.8%	Shares	Sole	2026-07-08
2026-03-31	$7,944,784	60,675	+2.2%	Shares	Sole	2026-04-14
2025-12-31	$6,957,585	59,360	+2.7%	Shares	Sole	2026-01-16
2025-09-30	$7,155,348	57,821	+3.8%	Shares	Sole	2025-10-16
2025-06-30	$6,575,550	55,725	+8.5%	Shares	Sole	2025-07-15
2025-03-31	$6,263,647	51,354	+8.1%	Shares	Sole	2025-05-06
2024-12-31	$5,119,481	47,517	+5.1%	Shares	Sole	2025-01-17
2024-09-30	$5,215,249	45,232	+2.2%	Shares	Sole	2024-11-14
2024-06-30	$4,434,876	44,247	+0.4%	Shares	Sole	2024-08-14
2024-03-31	$4,260,655	44,056	-1.4%	Shares	Sole	2024-05-09
2023-12-31	$4,337,493	44,698	+0.2%	Shares	Sole	2024-02-12
2023-09-30	$3,936,749	44,604	+0.7%	Shares	Sole	2023-10-31
2023-06-30	$3,976,199	44,308	-1.4%	Shares	Sole	2023-07-21
2023-03-31	$4,334,686	44,933	+0.7%	Shares	Sole	2023-05-04
2022-12-31	$4,596,340	44,629	+1.8%	Shares	Sole	2023-01-13
2022-09-30	$4,079,020	43,851	-0.2%	Shares	Sole	2022-10-20
2022-06-30	$4,711,343	43,945	+0.7%	Shares	Sole	2022-07-21
2022-03-31	$4,874,293	43,653	+3.9%	Shares	Sole	2022-05-12
2021-12-31	$4,405,590	41,998	-0.5%	Shares	Sole	2022-02-04
2021-09-30	$4,121,128	42,229	+1.0%	Shares	Sole	2021-11-09
2021-06-30	$4,127,680	41,812	+3.5%	Shares	Sole	2021-08-02
2021-03-31	$3,900,101	40,403	+13.2%	Shares	Sole	2021-05-21
2020-12-31	$3,268,783	35,701	+1.7%	Shares	Sole	2021-02-08
2020-09-30	$3,107,393	35,088	—	Shares	Sole	2020-10-29
No filing history on record for this holder in this stock.