Position in DUK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,121,480
-$97,036 QoQ
Shares Held
16,760
-1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#797
of 2,446 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, 2026Cornell Pochily Investment Advisors, Inc. holds $8,865,846 across 8 Utilities - Regulated Electric names. DUK ranks #1 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
16,760 | $2,121,480 | |
| 2 | SO |
Southern Co
|
15,985 | $1,529,924 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
12,167 | $1,420,740 | |
| 4 | NEE |
Nextera Energy Inc
|
13,119 | $1,151,454 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
9,703 | $787,495 | |
| 6 | ED |
Consolidated Edison Inc
|
6,384 | $706,261 | |
| 7 | AEP |
American Electric Power Co Inc
|
4,832 | $661,065 | |
| 8 | FE |
Firstenergy Corp
|
10,253 | $487,427 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,121,480 | 16,760 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,218,516 | 16,943 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,027,498 | 17,298 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,154,735 | 17,412 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,054,026 | 17,407 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $2,126,912 | 17,438 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,880,063 | 17,450 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,011,293 | 17,444 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,780,585 | 17,765 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,700,451 | 17,583 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,722,654 | 17,752 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,666,260 | 18,879 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,813,196 | 20,205 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,941,941 | 20,130 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $2,034,876 | 19,758 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,832,680 | 19,702 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,099,815 | 19,586 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $2,187,754 | 19,593 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,017,436 | 19,232 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,811,465 | 18,562 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,739,643 | 17,622 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,649,890 | 17,092 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,475,214 | 16,112 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,443,528 | 16,300 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $1,259,465 | 15,765 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,020,058 | 12,612 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||