Position in DUK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$203,667
-$6,098 QoQ
Shares Held
1,609
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,095
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, 2026Pinion Investment Advisors, LLC holds $4,929,050 across 9 Utilities - Regulated Electric names. DUK ranks #9 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,647 | $1,461,107 | |
| 2 | SO |
Southern Co
|
9,082 | $869,238 | |
| 3 | DTE |
Dte Energy Co
|
5,085 | $774,801 | |
| 4 | OGE |
Oge Energy Corp.
|
9,628 | $468,498 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,701 | $369,523 | |
| 6 | EVRG |
Evergy, Inc.
|
3,432 | $296,627 | |
| 7 | ETR |
Entergy Corp /De/
|
2,411 | $276,927 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
2,571 | $208,662 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,667 | 1,609 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $209,765 | 1,602 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $218,713 | 1,866 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $232,031 | 1,875 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $221,250 | 1,875 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $228,815 | 1,876 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $232,718 | 2,160 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $258,272 | 2,240 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $231,030 | 2,305 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $278,524 | 2,880 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $331,876 | 3,420 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $395,581 | 4,482 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $342,986 | 3,822 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $290,374 | 3,010 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $339,661 | 3,298 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $411,148 | 4,420 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $482,445 | 4,500 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $415,375 | 3,720 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $390,228 | 3,720 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $389,384 | 3,990 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $395,176 | 4,003 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $385,347 | 3,992 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $350,949 | 3,833 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $354,948 | 4,008 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $320,199 | 4,008 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $297,072 | 3,673 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||