Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,043,308
+$5,967,625 QoQ
Shares Held
47,743
+8160.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#455
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026IFG Advisory, LLC holds $24,443,019 across 26 Utilities - Regulated Electric names. DUK ranks #2 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
114,679 | $10,975,927 | |
| 2 | DUK |
Duke Energy CORP
This page
|
47,743 | $6,043,308 | |
| 3 | NEE |
Nextera Energy Inc
|
31,963 | $2,805,392 | |
| 4 | XEL |
Xcel Energy Inc
|
10,687 | $858,166 | |
| 5 | ETR |
Entergy Corp /De/
|
7,308 | $839,396 | |
| 6 | EVRG |
Evergy, Inc.
|
6,667 | $576,228 | |
| 7 | CNP |
Centerpoint Energy Inc
|
10,761 | $473,914 | |
| 8 | AEP |
American Electric Power Co Inc
|
3,198 | $437,518 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,043,308 | 47,743 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $75,683 | 578 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,947,785 | 42,213 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,961,508 | 40,093 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,443,762 | 37,659 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,410,923 | 36,164 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,708,410 | 34,420 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,940,262 | 34,174 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,261,283 | 32,538 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,884,085 | 29,822 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,384,172 | 34,874 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $2,908,520 | 32,954 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,747,479 | 30,616 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,650,416 | 27,474 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,537,570 | 24,639 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,274,711 | 24,454 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,812,868 | 26,237 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,742,592 | 24,562 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,574,560 | 24,543 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,367,533 | 24,260 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,249,927 | 22,791 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,130,127 | 22,067 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $2,011,115 | 21,965 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,710,182 | 19,311 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,439,697 | 18,021 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,374,798 | 16,998 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||