Grey Ledge Advisors, LLC

Position in DUK — Duke Energy CORP

CIK 1660694 GUILFORD, CT

Position in DUK

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$442,270

-$40,767 QoQ

Shares Held

3,494

-5.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,560

of 2,446 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Grey Ledge Advisors, LLC holds $1,775,885 across 3 Utilities - Regulated Electric names. DUK ranks #3 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	8,196	$784,439
2	NEE	Nextera Energy Inc	6,257	$549,176
3	DUK	Duke Energy CORP This page	3,494	$442,270

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$442,270	3,494	-5.3%	Shares	Sole	2026-07-27
2026-03-31	$483,037	3,689	+0.3%	Shares	Sole	2026-04-21
2025-12-31	$431,215	3,679	-26.5%	Shares	Sole	2026-02-05
2025-09-30	$619,740	5,008	-1.0%	Shares	Sole	2025-10-21
2025-06-30	$596,844	5,058	-3.4%	Shares	Sole	2025-07-15
2025-03-31	$638,878	5,238	-1.8%	Shares	Sole	2025-04-18
2024-12-31	$574,469	5,332	+0.3%	Shares	Sole	2025-01-21
2024-09-30	$613,165	5,318	-6.8%	Shares	Sole	2024-10-25
2024-06-30	$572,112	5,708	-2.6%	Shares	Sole	2024-07-18
2024-03-31	$566,527	5,858	-1.9%	Shares	Sole	2024-05-02
2023-12-31	$579,231	5,969	0.0%	Shares	Sole	2024-02-13
2023-09-30	$526,823	5,969	+0.4%	Shares	Sole	2023-11-13
2023-06-30	$533,773	5,948	0.0%	Shares	Sole	2023-08-08
2023-03-31	$573,803	5,948	-40.4%	Shares	Sole	2023-05-18
2022-12-31	$1,027,428	9,976	-9.1%	Shares	Sole	2023-02-16
2022-09-30	$1,020,987	10,976	0.0%	Shares	Sole	2022-10-18
2022-06-30	$1,176,736	10,976	-5.5%	Shares	Sole	2022-07-20
2022-03-31	$1,296,260	11,609	0.0%	Shares	Sole	2022-05-02
2021-12-31	$1,217,784	11,609	+22.8%	Shares	Sole	2022-02-11
2021-09-30	$922,225	9,450	-20.3%	Shares	Sole	2021-10-22
2021-06-30	$1,170,720	11,859	0.0%	Shares	Sole	2021-07-29
2021-03-31	$1,144,749	11,859	—	Shares	Sole	2021-08-11
No filing history on record for this holder in this stock.