Position in DUK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,624,401
+$137,211 QoQ
Shares Held
123,435
+4.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#273
of 2,440 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, 2026Independent Advisor Alliance holds $69,225,545 across 24 Utilities - Regulated Electric names. DUK ranks #1 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
123,435 | $15,624,401 | |
| 2 | SO |
Southern Co
|
137,163 | $13,127,869 | |
| 3 | NEE |
Nextera Energy Inc
|
89,439 | $7,850,061 | |
| 4 | AEP |
American Electric Power Co Inc
|
48,671 | $6,658,679 | |
| 5 | D |
Dominion Energy, Inc
|
62,268 | $4,252,281 | |
| 6 | ETR |
Entergy Corp /De/
|
35,069 | $4,028,024 | |
| 7 | ED |
Consolidated Edison Inc
|
34,156 | $3,778,677 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
26,077 | $3,045,010 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,624,401 | 123,435 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $15,487,190 | 118,277 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $16,130,791 | 137,623 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $16,914,644 | 136,684 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $15,963,276 | 135,282 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $16,473,146 | 135,059 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $14,422,937 | 133,868 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $13,582,108 | 117,798 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $11,704,257 | 116,774 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $11,867,090 | 122,708 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $11,655,571 | 120,111 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $10,710,879 | 121,356 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $10,658,957 | 118,776 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $11,452,146 | 118,712 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $12,546,035 | 121,818 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $11,391,694 | 122,465 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $17,194,018 | 160,377 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $16,377,618 | 146,674 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $17,305,562 | 164,972 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $15,024,663 | 153,957 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $14,913,234 | 151,066 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $14,569,562 | 150,933 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $13,452,086 | 146,921 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $10,877,470 | 122,826 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $9,615,480 | 120,359 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $9,399,550 | 116,216 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||