Position in DUK
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,067,557
-$489,439 QoQ
Shares Held
16,334
-16.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#805
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, 2026Valeo Financial Advisors, LLC holds $11,524,962 across 14 Utilities - Regulated Electric names. DUK ranks #2 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
26,287 | $2,307,209 | |
| 2 | DUK |
Duke Energy CORP
This page
|
16,334 | $2,067,557 | |
| 3 | SO |
Southern Co
|
20,147 | $1,928,269 | |
| 4 | ETR |
Entergy Corp /De/
|
9,518 | $1,093,237 | |
| 5 | AEP |
American Electric Power Co Inc
|
6,346 | $868,196 | |
| 6 | D |
Dominion Energy, Inc
|
11,885 | $811,626 | |
| 7 | ED |
Consolidated Edison Inc
|
4,364 | $482,789 | |
| 8 | NGG |
National Grid PLC
|
5,274 | $437,056 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,067,557 | 16,334 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,556,996 | 19,528 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,350,060 | 20,050 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,601,596 | 21,023 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,088,246 | 17,697 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $2,106,909 | 17,274 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,083,907 | 19,342 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,237,511 | 19,406 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,922,611 | 19,182 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,059,923 | 21,300 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,806,981 | 18,621 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,196,967 | 24,892 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,742,122 | 19,413 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,397,954 | 24,857 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $2,177,311 | 21,141 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,717,521 | 18,464 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,946,933 | 18,160 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,160,955 | 19,353 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $2,087,090 | 19,896 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $1,963,413 | 20,119 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,975,683 | 20,013 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,942,376 | 20,122 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $1,815,451 | 19,828 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,723,377 | 19,460 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,542,276 | 19,305 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,154,481 | 14,274 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||