Foundations Investment Advisors, LLC
EndowmentPosition in DUK — Duke Energy CORP
CIK 1743404
PHOENIX, AZ
Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,643,225
-$359,741 QoQ
Shares Held
28,782
-5.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#612
of 2,446 holders
Holding Since
Mar 2021
22 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, 2026Foundations Investment Advisors, LLC holds $77,778,223 across 23 Utilities - Regulated Electric names. DUK ranks #3 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
347,316 | $33,241,613 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
261,886 | $21,254,667 | |
| 3 | DUK |
Duke Energy CORP
This page
|
28,782 | $3,643,225 | |
| 4 | NEE |
Nextera Energy Inc
|
39,939 | $3,505,446 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
28,472 | $3,324,675 | |
| 6 | XEL |
Xcel Energy Inc
|
24,024 | $1,929,127 | |
| 7 | ED |
Consolidated Edison Inc
|
16,040 | $1,774,505 | |
| 8 | AEP |
American Electric Power Co Inc
|
10,312 | $1,410,784 |
All Filings in DUK
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,643,225 | 28,782 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,002,966 | 30,571 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,012,179 | 25,699 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,521,653 | 20,377 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,145,476 | 18,182 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,277,423 | 18,672 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,072,809 | 19,239 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,960,330 | 17,002 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,337,669 | 13,346 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,122,803 | 11,610 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,178,162 | 12,141 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $919,404 | 10,417 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $1,036,766 | 11,553 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,329,453 | 13,781 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,214,046 | 11,788 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $759,136 | 8,161 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $675,851 | 6,304 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $535,633 | 4,797 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $429,880 | 4,098 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $285,060 | 2,921 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $260,522 | 2,639 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $230,803 | 2,391 | Shares | Sole | 2021-04-09 | |
| No filing history on record for this holder in this stock. | ||||||