Position in DUK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$598,470
-$62,777 QoQ
Shares Held
4,728
-6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,372
of 2,446 holders
Holding Since
Jun 2024
9 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, 2026Pettinga Financial Advisors LLC holds $598,470 across 1 Utilities - Regulated Electric name. DUK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
4,728 | $598,470 |
All Filings in DUK
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $598,470 | 4,728 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $661,247 | 5,050 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $591,910 | 5,050 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $624,937 | 5,050 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $595,900 | 5,050 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $282,604 | 2,317 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $249,633 | 2,317 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $267,150 | 2,317 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $232,232 | 2,317 | Shares | Sole | 2024-07-25 | |
| No filing history on record for this holder in this stock. | ||||||