Laurel Wealth Advisors LLC

Position in DUK — Duke Energy CORP

CIK 1757128 CHARLOTTE, NC

Position in DUK

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$20,705,956

-$730,100 QoQ

Shares Held

163,580

-0.1% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

4.12%

of 13F equity value

Holder Rank

#239

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Laurel Wealth Advisors LLC holds $25,717,169 across 3 Utilities - Regulated Electric names. DUK ranks #1 (80.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	163,580	$20,705,956
2	SO	Southern Co	45,674	$4,371,458
3	NEE	Nextera Energy Inc	7,289	$639,755

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,705,956	163,580	-0.1%	Shares	Sole	2026-07-17
2026-03-31	$21,436,056	163,709	+6.8%	Shares	Sole	2026-05-13
2025-12-31	$17,966,652	153,286	-0.3%	Shares	Sole	2026-01-30
2025-09-30	$19,024,953	153,737	+2.7%	Shares	Sole	2025-11-12
2025-06-30	$17,668,848	149,736	-2.4%	Shares	Sole	2025-11-24
2025-03-31	$18,710,929	153,406	+3.2%	Shares	Sole	2025-04-15
2024-12-31	$16,021,261	148,703	+86.5%	Shares	Sole	2025-01-14
2024-09-30	$9,192,407	79,726	-3.1%	Shares	Sole	2024-11-05
2024-06-30	$8,243,115	82,242	-4.3%	Shares	Sole	2024-07-31
2024-03-31	$8,314,738	85,976	+0.2%	Shares	Sole	2024-05-13
2023-12-31	$8,323,120	85,770	-0.9%	Shares	Sole	2024-02-13
2023-09-30	$7,638,638	86,547	-3.9%	Shares	Sole	2023-11-14
2023-06-30	$8,085,932	90,104	+1.4%	Shares	Sole	2023-08-15
2023-03-31	$8,570,105	88,837	+4.6%	Shares	Sole	2023-05-08
2022-12-31	$8,743,130	84,893	+5.5%	Shares	Sole	2023-02-07
2022-09-30	$7,486,528	80,483	+2.6%	Shares	Sole	2022-11-15
2022-06-30	$8,410,195	78,446	+2.4%	Shares	Sole	2022-08-12
2022-03-31	$8,554,049	76,608	+3.0%	Shares	Sole	2022-05-02
2021-12-31	$7,804,874	74,403	+4.0%	Shares	Sole	2022-02-01
2021-09-30	$6,983,247	71,557	-1.1%	Shares	Sole	2021-11-12
2021-06-30	$7,142,984	72,356	+1.4%	Shares	Sole	2021-08-02
2021-03-31	$6,889,732	71,374	+1.5%	Shares	Sole	2021-05-04
2020-12-31	$6,438,682	70,322	+2.0%	Shares	Sole	2021-02-04
2020-09-30	$6,102,935	68,913	+8.2%	Shares	Sole	2020-11-10
2020-06-30	$5,088,833	63,698	+1.6%	Shares	Sole	2020-08-06
2020-03-31	$5,072,389	62,715	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.