Position in DUK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$386,701
-$13,320 QoQ
Shares Held
3,055
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,643
of 2,446 holders
Holding Since
Sep 2023
12 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, 2026FLC Capital Advisors holds $4,377,245 across 8 Utilities - Regulated Electric names. DUK ranks #3 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,529 | $2,065,140 | |
| 2 | EIX |
Edison International
|
7,376 | $549,143 | |
| 3 | DUK |
Duke Energy CORP
This page
|
3,055 | $386,701 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,483 | $339,699 | |
| 5 | SO |
Southern Co
|
3,540 | $338,813 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
3,400 | $275,944 | |
| 7 | ED |
Consolidated Edison Inc
|
2,000 | $221,260 | |
| 8 | NGG |
National Grid PLC
|
2,420 | $200,545 |
All Filings in DUK
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,701 | 3,055 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $400,021 | 3,055 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $358,662 | 3,060 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $442,406 | 3,575 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $421,850 | 3,575 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $435,432 | 3,570 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $384,631 | 3,570 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $486,335 | 4,218 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $387,789 | 3,869 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $374,170 | 3,869 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $373,798 | 3,852 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $249,864 | 2,831 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||