Avestar Capital, LLC

Position in DUK — Duke Energy CORP

CIK 1704404 New York, NY

Position in DUK

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$712,898

-$54,541 QoQ

Shares Held

5,632

-3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,275

of 2,440 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Avestar Capital, LLC holds $6,153,388 across 9 Utilities - Regulated Electric names. DUK ranks #4 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	13,334	$1,170,325
2	AEE	Ameren Corp	9,906	$1,119,774
3	AEP	American Electric Power Co Inc	6,494	$888,444
4	DUK	Duke Energy CORP This page	5,632	$712,898
5	SO	Southern Co	7,373	$705,669
6	ETR	Entergy Corp /De/	3,977	$456,798
7	WEC	Wec Energy Group, Inc.	3,749	$437,770
8	D	Dominion Energy, Inc	5,712	$390,072

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$712,898	5,632	-3.9%	Shares	Sole	2026-07-29
2026-03-31	$767,439	5,861	+13.9%	Shares	Sole	2026-05-13
2025-12-31	$603,162	5,146	-2.5%	Shares	Sole	2026-02-10
2025-09-30	$653,276	5,279	-12.2%	Shares	Sole	2025-11-07
2025-06-30	$709,652	6,014	+50.8%	Shares	Sole	2025-08-13
2025-03-31	$486,294	3,987	-12.9%	Shares	Sole	2025-05-14
2024-12-31	$493,233	4,578	+12.7%	Shares	Sole	2025-01-29
2024-09-30	$468,233	4,061	+4.7%	Shares	Sole	2024-11-13
2024-06-30	$388,591	3,877	+14.5%	Shares	Sole	2024-08-08
2024-03-31	$327,556	3,387	+20.7%	Shares	Sole	2024-05-10
2023-12-31	$272,197	2,805	+17.1%	Shares	Sole	2024-02-12
2023-09-30	$211,382	2,395	+9.2%	Shares	Sole	2023-10-20
2023-03-31	$211,655	2,194	+8.5%	Shares	Sole	2023-04-20
2022-12-31	$208,245	2,022	—	Shares	Sole	2023-01-20
No filing history on record for this holder in this stock.