Position in DUK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,541,870
-$35,433 QoQ
Shares Held
12,181
+1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#926
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, 2026Claro Advisors Inc. holds $6,409,172 across 8 Utilities - Regulated Electric names. DUK ranks #2 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
12,994 | $1,777,709 | |
| 2 | DUK |
Duke Energy CORP
This page
|
12,181 | $1,541,870 | |
| 3 | SO |
Southern Co
|
9,987 | $955,855 | |
| 4 | ES |
Eversource Energy
|
10,661 | $770,470 | |
| 5 | NEE |
Nextera Energy Inc
|
4,855 | $426,123 | |
| 6 | XEL |
Xcel Energy Inc
|
4,581 | $367,854 | |
| 7 | EIX |
Edison International
|
4,739 | $352,818 | |
| 8 | PCG |
PG&E Corp
|
12,870 | $216,473 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,541,870 | 12,181 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,577,303 | 12,046 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,383,429 | 11,803 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,468,293 | 11,865 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,373,756 | 11,642 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,523,161 | 12,488 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,322,831 | 12,278 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,517,693 | 13,163 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,295,172 | 12,922 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,216,708 | 12,581 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,204,460 | 12,412 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,208,985 | 13,698 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,195,067 | 13,317 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,290,479 | 13,377 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $518,966 | 5,039 | Shares | Sole | 2023-03-13 | |
| 2022-09-30 | $333,290 | 3,583 | Shares | Sole | 2022-11-18 | |
| 2022-06-30 | $384,133 | 3,583 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $399,854 | 3,581 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $375,646 | 3,581 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $365,474 | 3,745 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $343,841 | 3,483 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $331,484 | 3,434 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $309,198 | 3,377 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $296,233 | 3,345 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $311,730 | 3,902 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $316,402 | 3,912 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||