Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,043,109
+$135,063 QoQ
Shares Held
24,041
+8.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#662
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, 2026Mutual Advisors, LLC holds $20,188,861 across 16 Utilities - Regulated Electric names. DUK ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
34,878 | $3,338,173 | |
| 2 | DUK |
Duke Energy CORP
This page
|
24,041 | $3,043,109 | |
| 3 | NEE |
Nextera Energy Inc
|
31,144 | $2,733,508 | |
| 4 | AEE |
Ameren Corp
|
23,763 | $2,686,169 | |
| 5 | AEP |
American Electric Power Co Inc
|
15,416 | $2,109,062 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
16,440 | $1,334,270 | |
| 7 | ED |
Consolidated Edison Inc
|
9,699 | $1,073,000 | |
| 8 | PPL |
PPL Corp
|
29,007 | $1,054,404 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,043,109 | 24,041 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,908,046 | 22,209 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,434,100 | 20,767 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,536,503 | 20,497 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,524,728 | 21,396 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,359,387 | 19,344 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,266,203 | 21,034 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,484,023 | 21,544 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,350,694 | 23,453 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,809,618 | 29,052 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,721,972 | 28,050 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,388,315 | 27,060 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,376,584 | 26,483 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,436,446 | 25,256 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $2,532,421 | 24,589 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $2,128,948 | 22,887 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,097,349 | 19,563 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,054,878 | 18,403 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,829,665 | 17,442 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,504,057 | 15,412 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,340,716 | 13,581 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,403,546 | 14,540 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,192,019 | 13,019 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $965,392 | 10,901 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $736,745 | 9,222 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $593,093 | 7,333 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||