CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in DUK — Duke Energy CORP
CIK 1766904
RICHMOND, VA
Position in DUK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$445,935
+$12,658 QoQ
Shares Held
3,523
+6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,550
of 2,446 holders
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $4,056,583 across 18 Utilities - Regulated Electric names. DUK ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
10,150 | $890,860 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
4,507 | $526,277 | |
| 3 | DUK |
Duke Energy CORP
This page
|
3,523 | $445,935 | |
| 4 | PPL |
PPL Corp
|
10,603 | $385,413 | |
| 5 | SO |
Southern Co
|
3,536 | $338,425 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,240 | $169,639 | |
| 7 | EVRG |
Evergy, Inc.
|
1,842 | $159,200 | |
| 8 | LNT |
Alliant Energy Corp
|
1,914 | $146,015 |
All Filings in DUK
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,935 | 3,523 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $433,277 | 3,309 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $265,242 | 2,263 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $303,060 | 2,449 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $220,778 | 1,871 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $220,274 | 1,806 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $173,889 | 1,614 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $3,529,562 | 30,612 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $2,386,775 | 23,813 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $2,348,116 | 24,280 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $2,484,319 | 25,601 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $2,380,282 | 26,969 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $2,687,713 | 29,950 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $3,027,132 | 31,379 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,299,078 | 32,033 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,040,544 | 32,687 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,386,871 | 31,591 | Shares | Sole | 2022-08-15 | |
| 2021-03-31 | $84,000 | 28,302 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,704,480 | 18,616 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $252,573 | 2,852 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||