Position in DUK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$523,408
-$65,429 QoQ
Shares Held
4,135
-8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,446
of 2,440 holders
Holding Since
Mar 2021
22 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, 2026PFG Advisors holds $4,711,080 across 11 Utilities - Regulated Electric names. DUK ranks #4 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNW |
Pinnacle West Capital Corp
|
9,519 | $1,018,533 | |
| 2 | NEE |
Nextera Energy Inc
|
8,364 | $734,108 | |
| 3 | IDA |
Idacorp Inc
|
4,760 | $720,188 | |
| 4 | DUK |
Duke Energy CORP
This page
|
4,135 | $523,408 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
3,424 | $399,820 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,575 | $352,285 | |
| 7 | CNP |
Centerpoint Energy Inc
|
6,148 | $270,757 | |
| 8 | XEL |
Xcel Energy Inc
|
3,020 | $242,506 |
All Filings in DUK
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,408 | 4,135 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $588,837 | 4,497 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $381,284 | 3,253 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $563,805 | 4,556 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $535,720 | 4,540 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $500,442 | 4,103 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $419,324 | 3,892 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $442,175 | 3,835 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $376,463 | 3,756 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $373,590 | 3,863 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $394,855 | 4,069 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $316,323 | 3,584 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,223,335 | 13,632 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $928,137 | 9,621 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $753,577 | 7,317 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $628,257 | 6,754 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $679,711 | 6,340 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $692,961 | 6,206 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $525,968 | 5,014 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $676,396 | 6,931 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $701,899 | 7,110 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $682,177 | 7,067 | Shares | Sole | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||