Strategic Investment Advisors / MI
Position in DUK — Duke Energy CORP
CIK 1760540
FARMINGTON HILLS, MI
Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$976,184
-$181,063 QoQ
Shares Held
7,712
-12.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,115
of 2,446 holders
Holding Since
Mar 2020
18 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, 2026Strategic Investment Advisors / MI holds $14,065,737 across 16 Utilities - Regulated Electric names. DUK ranks #8 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
22,460 | $1,672,147 | |
| 2 | ED |
Consolidated Edison Inc
|
13,719 | $1,517,732 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
15,846 | $1,286,061 | |
| 4 | PPL |
PPL Corp
|
33,825 | $1,229,538 | |
| 5 | DTE |
Dte Energy Co
|
7,903 | $1,204,180 | |
| 6 | FE |
Firstenergy Corp
|
24,222 | $1,151,513 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
9,717 | $1,134,654 | |
| 8 | DUK |
Duke Energy CORP
This page
|
7,712 | $976,184 |
All Filings in DUK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $976,184 | 7,712 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,157,247 | 8,838 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $211,212 | 1,802 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $227,700 | 1,840 | Shares | Sole | 2025-12-17 | |
| 2025-06-30 | $217,946 | 1,847 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $210,520 | 1,726 | Shares | Sole | 2025-04-23 | |
| 2024-06-30 | $359,925 | 3,591 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $328,233 | 3,394 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $301,794 | 3,110 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $300,878 | 3,409 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $296,500 | 3,304 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $316,228 | 3,278 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $443,268 | 4,304 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $228,829 | 2,460 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $281,211 | 2,623 | Shares | Sole | 2022-08-15 | |
| 2020-09-30 | $312,882 | 3,533 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $429,328 | 5,374 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $451,067 | 5,577 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||