Capital Investment Advisory Services, LLC
Position in DUK — Duke Energy CORP
CIK 1659203
RALEIGH, NC
Position in DUK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$10,933,220
-$215,011 QoQ
Shares Held
86,374
+1.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.70%
of 13F equity value
Holder Rank
#314
of 2,446 holders
Holding Since
Mar 2020
26 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 Investment Advisory Services, LLC holds $20,788,984 across 10 Utilities - Regulated Electric names. DUK ranks #1 (52.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
86,374 | $10,933,220 | |
| 2 | D |
Dominion Energy, Inc
|
62,041 | $4,236,779 | |
| 3 | SO |
Southern Co
|
24,263 | $2,322,211 | |
| 4 | NEE |
Nextera Energy Inc
|
19,978 | $1,753,469 | |
| 5 | AEP |
American Electric Power Co Inc
|
4,190 | $573,233 | |
| 6 | XEL |
Xcel Energy Inc
|
3,886 | $312,045 | |
| 7 | NGG |
National Grid PLC
|
2,983 | $247,201 | |
| 8 | DTE |
Dte Energy Co
|
1,323 | $201,585 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,933,220 | 86,374 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $11,148,231 | 85,140 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $9,632,552 | 82,182 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $9,841,961 | 79,531 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $9,337,812 | 79,134 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $9,684,539 | 79,401 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $8,366,657 | 77,656 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $8,592,156 | 74,520 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $7,627,703 | 76,102 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,471,331 | 77,255 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $8,229,865 | 84,809 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $7,285,245 | 82,543 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $7,060,563 | 78,678 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $6,766,598 | 70,142 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $7,102,293 | 68,961 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $5,526,876 | 59,416 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $6,145,920 | 57,326 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,972,554 | 44,533 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $4,830,854 | 46,052 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $4,342,559 | 44,498 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $4,183,062 | 42,373 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $4,531,890 | 46,948 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $4,248,200 | 46,398 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $3,739,091 | 42,221 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $3,592,653 | 44,970 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $3,471,531 | 42,922 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||