Position in DUK
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$27,932,644
+$3,120,342 QoQ
Shares Held
213,324
+0.8% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 1.3373959920309386.ToString("F0")%
Shared 0.ToString("F0")%
None 98.66260400796905.ToString("F0")%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Sanctuary Advisors, LLC holds $215,956,299 across 28 Utilities - Regulated Electric names. DUK ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
587,643 | $54,580,281 | |
| 2 | SO |
Southern Co
|
402,801 | $38,878,352 | |
| 3 | DUK |
Duke Energy CORP
This page
|
213,324 | $27,932,644 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
111,726 | $12,934,519 | |
| 5 | ETR |
Entergy Corp /De/
|
113,162 | $12,714,882 | |
| 6 | D |
Dominion Energy, Inc
|
203,949 | $12,608,127 | |
| 7 | ES |
Eversource Energy
|
118,262 | $8,193,191 | |
| 8 | ED |
Consolidated Edison Inc
|
49,801 | $5,636,477 |
All Filings in DUK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,932,644 | 213,324 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $24,812,302 | 211,691 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $25,147,856 | 203,215 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $24,437,564 | 207,098 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $23,391,040 | 191,777 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $20,458,964 | 189,892 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $24,107,500 | 209,085 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $13,077,409 | 130,474 | Shares | Sole | 2024-09-05 | |
| No filing history on record for this holder in this stock. | ||||||