Position in DUK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$616,318
-$9,575 QoQ
Shares Held
4,869
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,350
of 2,446 holders
Holding Since
Mar 2021
21 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, 2026Probity Advisors, Inc. holds $6,982,896 across 9 Utilities - Regulated Electric names. DUK ranks #6 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
13,728 | $1,878,127 | |
| 2 | DTE |
Dte Energy Co
|
6,804 | $1,036,725 | |
| 3 | EIX |
Edison International
|
11,475 | $854,313 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
7,919 | $847,333 | |
| 5 | SO |
Southern Co
|
7,711 | $738,019 | |
| 6 | DUK |
Duke Energy CORP
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|
4,869 | $616,318 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
5,236 | $424,953 | |
| 8 | EVRG |
Evergy, Inc.
|
4,097 | $354,103 |
All Filings in DUK
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $616,318 | 4,869 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $625,893 | 4,780 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $585,698 | 4,997 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $632,610 | 5,112 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $610,414 | 5,173 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $652,783 | 5,352 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $561,433 | 5,211 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $568,083 | 4,927 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $564,595 | 5,633 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $462,757 | 4,785 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $405,044 | 4,174 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $354,805 | 4,020 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $355,101 | 3,957 | Shares | Sole | 2023-08-10 | |
| 2022-12-31 | $464,999 | 4,515 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $440,077 | 4,731 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $551,488 | 5,144 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $597,269 | 5,349 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $585,132 | 5,578 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $560,947 | 5,748 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $585,508 | 5,931 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $521,165 | 5,399 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||