PSI Advisors, LLC

Position in DUK — Duke Energy CORP

CIK 1779040 TAMPA, FL

Position in DUK

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$321,260

-$16,958 QoQ

Shares Held

2,538

-1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,780

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

PSI Advisors, LLC holds $1,085,968 across 3 Utilities - Regulated Electric names. DUK ranks #2 (29.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	5,373	$514,249
2	DUK	Duke Energy CORP This page	2,538	$321,260
3	PEG	Public Service Enterprise Group Inc	3,086	$250,459

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$321,260	2,538	-1.7%	Shares	Sole	2026-08-03
2026-03-31	$338,218	2,583	0.0%	Shares	Sole	2026-05-15
2025-12-31	$302,753	2,583	0.0%	Shares	Sole	2026-02-09
2025-09-30	$319,646	2,583	+4.0%	Shares	Sole	2025-11-12
2025-06-30	$292,994	2,483	-14.4%	Shares	Sole	2025-08-12
2025-03-31	$353,834	2,901	-42.1%	Shares	Sole	2025-04-21
2024-12-31	$540,100	5,013	-10.5%	Shares	Sole	2025-01-13
2024-09-30	$645,909	5,602	-10.4%	Shares	Sole	2024-10-22
2024-06-30	$626,637	6,252	-0.4%	Shares	Sole	2024-07-23
2024-03-31	$606,951	6,276	-21.4%	Shares	Sole	2024-04-24
2023-12-31	$774,475	7,981	+6.9%	Shares	Sole	2024-02-01
2023-09-30	$658,859	7,465	+16.4%	Shares	Sole	2023-10-13
2023-06-30	$575,412	6,412	+30.5%	Shares	Sole	2023-07-21
2023-03-31	$473,860	4,912	+9.5%	Shares	Sole	2023-04-25
2022-12-31	$462,013	4,486	-19.5%	Shares	Sole	2023-01-19
2022-09-30	$518,121	5,570	-0.0%	Shares	Sole	2022-10-20
2022-06-30	$597,374	5,572	+0.8%	Shares	Sole	2022-07-18
2022-03-31	$617,479	5,530	-6.1%	Shares	Sole	2022-04-20
2021-12-31	$618,070	5,892	+1.0%	Shares	Sole	2022-02-11
2021-09-30	$569,340	5,834	-6.9%	Shares	Sole	2021-11-12
2021-06-30	$618,382	6,264	-24.3%	Shares	Sole	2021-08-10
2021-03-31	$798,592	8,273	+6.5%	Shares	Sole	2021-05-11
2020-12-31	$710,963	7,765	-38.8%	Shares	Sole	2021-02-08
2020-09-30	$1,123,914	12,691	+28.0%	Shares	Sole	2020-11-12
2020-06-30	$792,029	9,914	+42.8%	Shares	Sole	2020-11-24
2020-03-31	$561,711	6,945	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.