Position in DUK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$957,830
-$10,209 QoQ
Shares Held
7,567
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,121
of 2,446 holders
Holding Since
Sep 2020
24 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, 2026Legacy Financial Advisors, Inc. holds $8,280,865 across 17 Utilities - Regulated Electric names. DUK ranks #2 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
11,652 | $1,022,696 | |
| 2 | DUK |
Duke Energy CORP
This page
|
7,567 | $957,830 | |
| 3 | XEL |
Xcel Energy Inc
|
10,827 | $869,408 | |
| 4 | EIX |
Edison International
|
8,212 | $611,383 | |
| 5 | SO |
Southern Co
|
6,387 | $611,299 | |
| 6 | PCG |
PG&E Corp
|
34,536 | $580,895 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,272 | $447,642 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
5,206 | $422,518 |
All Filings in DUK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $957,830 | 7,567 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $968,039 | 7,393 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $849,655 | 7,249 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $903,375 | 7,300 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $730,184 | 6,188 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $741,089 | 6,076 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $634,373 | 5,888 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $681,884 | 5,914 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $581,935 | 5,806 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $538,481 | 5,568 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $519,843 | 5,357 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $452,067 | 5,122 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $391,715 | 4,365 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $576,408 | 5,975 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $597,239 | 5,799 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $416,543 | 4,478 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $447,387 | 4,173 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $444,741 | 3,983 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $410,683 | 3,915 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $379,234 | 3,886 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $257,165 | 2,605 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $239,201 | 2,478 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $207,200 | 2,263 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $407,021 | 4,596 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||