Position in DUK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,690,600
-$347,608 QoQ
Shares Held
13,356
-14.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#879
of 2,440 holders
Holding Since
Jun 2020
24 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, 2026Advisor OS, LLC holds $9,247,086 across 12 Utilities - Regulated Electric names. DUK ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
19,895 | $1,904,147 | |
| 2 | DUK |
Duke Energy CORP
This page
|
13,356 | $1,690,600 | |
| 3 | AEP |
American Electric Power Co Inc
|
9,428 | $1,289,842 | |
| 4 | LNT |
Alliant Energy Corp
|
15,314 | $1,168,304 | |
| 5 | NEE |
Nextera Energy Inc
|
8,149 | $715,235 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
4,521 | $527,915 | |
| 7 | ES |
Eversource Energy
|
5,804 | $419,454 | |
| 8 | D |
Dominion Energy, Inc
|
5,863 | $400,381 |
All Filings in DUK
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,690,600 | 13,356 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,038,208 | 15,566 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,942,753 | 16,575 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,025,044 | 16,364 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,882,926 | 15,957 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,681,232 | 13,784 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,402,448 | 13,017 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,351,082 | 11,718 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,103,027 | 11,005 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $910,714 | 9,417 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $501,111 | 5,164 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $349,506 | 3,960 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $792,491 | 8,831 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,204,906 | 12,490 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,350,092 | 13,109 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $899,686 | 9,672 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,071,775 | 9,997 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $723,220 | 6,477 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $527,330 | 5,027 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $433,101 | 4,438 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $382,736 | 3,877 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $209,469 | 2,170 | Shares | Other | 2021-05-13 | |
| 2020-09-30 | $229,104 | 2,587 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $426,452 | 5,338 | Shares | Sole | 2020-08-28 | |
| No filing history on record for this holder in this stock. | ||||||