Stokes Capital Advisors, LLC

Position in DUK — Duke Energy CORP

CIK 1734460 GREENWOOD, SC

Position in DUK

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$228,476

+$26,305 QoQ

Shares Held

1,805

+16.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,007

of 2,446 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Stokes Capital Advisors, LLC holds $8,660,417 across 4 Utilities - Regulated Electric names. DUK ranks #4 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	84,665	$7,431,047
2	SO	Southern Co	7,183	$687,484
3	WEC	Wec Energy Group, Inc.	2,684	$313,410
4	DUK	Duke Energy CORP This page	1,805	$228,476

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$228,476	1,805	+16.9%	Shares	Sole	2026-07-22
2026-03-31	$202,171	1,544	-51.4%	Shares	Sole	2026-04-24
2024-12-31	$342,505	3,179	0.0%	Shares	Sole	2025-01-16
2024-09-30	$366,538	3,179	+15.4%	Shares	Sole	2024-10-07
2024-06-30	$276,033	2,754	-14.9%	Shares	Sole	2024-07-19
2024-03-31	$312,953	3,236	+3.4%	Shares	Sole	2024-04-16
2023-12-31	$303,832	3,131	+0.2%	Shares	Sole	2024-01-16
2023-09-30	$275,900	3,126	-3.9%	Shares	Sole	2023-10-11
2023-06-30	$292,013	3,254	+0.2%	Shares	Sole	2023-07-12
2023-03-31	$313,431	3,249	+4.4%	Shares	Sole	2023-04-12
2022-12-31	$320,401	3,111	+34.4%	Shares	Sole	2023-01-18
2022-03-31	$258,492	2,315	+0.2%	Shares	Sole	2022-05-10
2021-12-31	$242,423	2,311	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.