Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Position in DUK — Duke Energy CORP
CIK 1748861
CONCORD, MA
Position in DUK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,309,452
-$88,975 QoQ
Shares Held
18,245
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#768
of 2,446 holders
Holding Since
Jun 2020
25 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, 2026Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors holds $17,442,305 across 12 Utilities - Regulated Electric names. DUK ranks #3 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
34,797 | $3,330,420 | |
| 2 | NEE |
Nextera Energy Inc
|
28,896 | $2,536,201 | |
| 3 | DUK |
Duke Energy CORP
This page
|
18,245 | $2,309,452 | |
| 4 | AEE |
Ameren Corp
|
18,695 | $2,113,282 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
23,862 | $1,936,639 | |
| 6 | AEP |
American Electric Power Co Inc
|
13,898 | $1,901,385 | |
| 7 | NGG |
National Grid PLC
|
12,102 | $1,002,892 | |
| 8 | D |
Dominion Energy, Inc
|
9,833 | $671,495 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,309,452 | 18,245 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,398,427 | 18,317 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,041,094 | 17,414 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,206,586 | 17,831 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,011,428 | 17,046 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,982,622 | 16,255 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,694,642 | 15,729 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,762,591 | 15,287 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,487,814 | 14,844 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,389,916 | 14,372 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,285,682 | 13,249 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,055,854 | 11,963 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $930,603 | 10,370 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $914,632 | 9,481 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $794,670 | 7,716 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $647,791 | 6,964 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,085,072 | 10,121 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,268,904 | 11,364 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $616,077 | 5,873 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $520,447 | 5,333 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $474,547 | 4,807 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $451,760 | 4,680 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $342,159 | 3,737 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $328,734 | 3,712 | Shares | Sole | 2020-11-25 | |
| 2020-06-30 | $216,821 | 2,714 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||