Position in DUK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,318,258
-$263,452 QoQ
Shares Held
42,015
-1.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#493
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $47,008,511 across 20 Utilities - Regulated Electric names. DUK ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
173,607 | $15,237,486 | |
| 2 | SO |
Southern Co
|
109,666 | $10,496,132 | |
| 3 | DUK |
Duke Energy CORP
This page
|
42,015 | $5,318,258 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
32,268 | $3,767,934 | |
| 5 | D |
Dominion Energy, Inc
|
40,597 | $2,772,369 | |
| 6 | AEP |
American Electric Power Co Inc
|
11,342 | $1,551,699 | |
| 7 | POR |
Portland General Electric Co /Or/
|
22,221 | $1,151,714 | |
| 8 | ETR |
Entergy Corp /De/
|
9,227 | $1,059,813 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,318,258 | 42,015 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,581,710 | 42,628 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,867,262 | 41,526 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,137,728 | 41,517 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,906,794 | 41,583 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,552,530 | 37,325 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,512,970 | 32,606 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,687,063 | 31,978 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,122,966 | 31,158 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,833,681 | 39,641 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,846,762 | 39,641 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $3,166,857 | 35,881 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,608,445 | 40,210 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,848,670 | 39,895 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $6,822,160 | 66,241 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,337,220 | 25,126 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,690,649 | 25,097 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,932,191 | 26,260 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,724,882 | 25,976 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,737,594 | 28,052 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,686,960 | 27,218 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,743,093 | 28,417 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,811,166 | 30,703 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,501,642 | 28,248 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $2,164,060 | 27,088 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $2,136,283 | 26,413 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||