Certified Advisory Corp

Position in DUK — Duke Energy CORP

CIK 1731732 ALTAMONTE SPRINGS, FL

Position in DUK

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,537,675

-$176,842 QoQ

Shares Held

20,048

-3.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

#725

of 2,440 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Certified Advisory Corp holds $5,211,787 across 4 Utilities - Regulated Electric names. DUK ranks #1 (48.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	20,048	$2,537,675
2	AEP	American Electric Power Co Inc	11,250	$1,539,112
3	SO	Southern Co	7,788	$745,389
4	NEE	Nextera Energy Inc	4,439	$389,611

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,537,675	20,048	-3.3%	Shares	Sole	2026-07-16
2026-03-31	$2,714,517	20,731	+1.4%	Shares	Sole	2026-04-17
2025-12-31	$2,396,124	20,443	+1.0%	Shares	Sole	2026-01-12
2025-09-30	$2,505,442	20,246	+5.4%	Shares	Sole	2025-11-13
2025-06-30	$2,265,954	19,203	+0.1%	Shares	Sole	2025-08-14
2025-03-31	$2,339,018	19,177	-0.8%	Shares	Sole	2025-05-08
2024-12-31	$2,082,506	19,329	+1.5%	Shares	Sole	2025-01-15
2024-09-30	$2,196,580	19,051	+11.1%	Shares	Sole	2024-11-12
2024-06-30	$1,718,643	17,147	-6.3%	Shares	Sole	2024-08-13
2024-03-31	$1,769,599	18,298	+4.0%	Shares	Sole	2024-05-10
2023-12-31	$1,707,030	17,591	+0.1%	Shares	Sole	2024-02-09
2023-09-30	$1,551,346	17,577	+0.5%	Shares	Sole	2023-11-13
2023-06-30	$1,569,103	17,485	+0.4%	Shares	Sole	2023-08-14
2023-03-31	$1,680,893	17,424	-0.2%	Shares	Sole	2023-05-17
2022-12-31	$1,798,102	17,459	+0.6%	Shares	Sole	2023-02-15
2022-09-30	$1,614,362	17,355	+0.2%	Shares	Sole	2022-11-14
2022-06-30	$1,856,984	17,321	+4.1%	Shares	Sole	2022-08-15
2022-03-31	$1,857,129	16,632	+4.2%	Shares	Sole	2022-05-13
2021-12-31	$1,673,784	15,956	+2.3%	Shares	Sole	2022-02-14
2021-09-30	$1,522,696	15,603	+0.6%	Shares	Sole	2021-11-15
2021-06-30	$1,531,640	15,515	+23.5%	Shares	Sole	2021-08-16
2021-03-31	$1,212,320	12,559	+2.4%	Shares	Sole	2021-05-10
2020-06-30	$979,531	12,261	+10.0%	Shares	Sole	2020-07-27
2020-03-31	$901,245	11,143	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.