Position in DUK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$944,666
-$1,073,119 QoQ
Shares Held
7,463
-51.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,131
of 2,452 holders
Holding Since
Mar 2020
26 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, 2026Kovack Advisors, Inc. holds $9,546,944 across 12 Utilities - Regulated Electric names. DUK ranks #4 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
20,207 | $1,934,011 | |
| 2 | NEE |
Nextera Energy Inc
|
18,471 | $1,621,199 | |
| 3 | ED |
Consolidated Edison Inc
|
12,031 | $1,330,989 | |
| 4 | DUK |
Duke Energy CORP
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|
7,463 | $944,666 | |
| 5 | AEP |
American Electric Power Co Inc
|
6,777 | $927,161 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
5,918 | $691,044 | |
| 7 | EIX |
Edison International
|
8,346 | $621,359 | |
| 8 | D |
Dominion Energy, Inc
|
6,089 | $415,817 |
All Filings in DUK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $944,666 | 7,463 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,017,785 | 15,410 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,038,597 | 8,861 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $736,188 | 5,949 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $980,344 | 8,308 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,027,231 | 8,422 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $972,892 | 9,030 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $968,404 | 8,399 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $900,165 | 8,981 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $839,732 | 8,683 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $692,865 | 7,140 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $636,266 | 7,209 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $676,819 | 7,542 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $699,503 | 7,251 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $736,172 | 7,148 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $520,260 | 5,593 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $689,681 | 6,433 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $732,824 | 6,563 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $676,919 | 6,453 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $632,675 | 6,483 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $632,104 | 6,403 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $583,234 | 6,042 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $442,875 | 4,837 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $426,770 | 4,819 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $346,403 | 4,336 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $320,123 | 3,958 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||