CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

Position in DUK — Duke Energy CORP

CIK 1710477 NEW YORK, NY

Back to DUK Full portfolio

Position in DUK

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$13,414,568

-$414,791 QoQ

Shares Held

105,977

+0.3% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

#288

of 2,440 holders

Holding Since

Jun 2021

15 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Common Shares in DUK Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

CANTOR FITZGERALD INVESTMENT ADVISORS L.P. holds $15,803,069 across 3 Utilities - Regulated Electric names. DUK ranks #1 (84.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	105,977	$13,414,568
2	D	Dominion Energy, Inc	28,669	$1,957,806
3	SO	Southern Co	4,500	$430,695

All Filings in DUK

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15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,414,568	105,977	+0.3%	Shares	Sole	2026-07-24
2026-03-31	$13,829,359	105,616	-1.2%	Shares	Sole	2026-04-23
2025-12-31	$12,533,851	106,935	-11.7%	Shares	Sole	2026-01-23
2025-09-30	$14,990,827	121,138	+1.1%	Shares	Sole	2025-10-21
2025-06-30	$14,143,008	119,856	-0.8%	Shares	Sole	2025-07-18
2025-03-31	$14,739,708	120,847	-11.0%	Shares	Sole	2025-04-22
2024-12-31	$14,636,371	135,849	+0.8%	Shares	Sole	2025-01-28
2024-09-30	$15,535,060	134,736	-0.2%	Shares	Sole	2024-10-25
2024-06-30	$13,527,742	134,967	-2.4%	Shares	Sole	2024-07-19
2024-03-31	$13,377,507	138,326	+21.4%	Shares	Sole	2024-04-30
2023-12-31	$11,058,969	113,963	-49.2%	Shares	Sole	2024-02-12
2022-03-31	$25,043,774	224,286	+99.5%	Shares	Sole	2022-05-11
2021-12-31	$11,790,340	112,396	+2.0%	Shares	Defined	2022-02-14
2021-09-30	$10,749,245	110,147	+1.2%	Shares	Sole	2021-10-14
2021-06-30	$10,748,732	108,881	—	Shares	Sole	2021-07-16
No filing history on record for this holder in this stock.