DELTA FINANCIAL ADVISORS LLC

Position in DUK — Duke Energy CORP

CIK 1790295 Metairie, LA

Position in DUK

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,805,772

-$81,716 QoQ

Shares Held

22,166

+0.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#696

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Utilities · as of Jun 30, 2026

DELTA FINANCIAL ADVISORS LLC holds $9,894,107 across 4 Utilities - Regulated Electric names. DUK ranks #2 (28.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	42,758	$4,911,183
2	DUK	Duke Energy CORP This page	22,166	$2,805,772
3	NEE	Nextera Energy Inc	21,338	$1,872,836
4	CNP	Centerpoint Energy Inc	6,910	$304,316

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,805,772	22,166	+0.5%	Shares	Sole	2026-08-05
2026-03-31	$2,887,488	22,052	+7.4%	Shares	Sole	2026-05-05
2025-12-31	$2,406,086	20,528	+16.4%	Shares	Sole	2026-02-06
2025-09-30	$2,183,073	17,641	+83.5%	Shares	Sole	2025-10-30
2025-06-30	$1,134,216	9,612	-3.9%	Shares	Sole	2025-08-07
2025-03-31	$1,220,431	10,006	+0.0%	Shares	Sole	2025-05-13
2024-12-31	$1,077,830	10,004	+1.6%	Shares	Sole	2025-02-04
2024-09-30	$1,134,897	9,843	-1.8%	Shares	Sole	2024-11-04
2024-06-30	$1,004,404	10,021	+0.7%	Shares	Sole	2024-08-06
2024-03-31	$962,651	9,954	+1.6%	Shares	Sole	2024-05-07
2023-12-31	$950,603	9,796	-1.2%	Shares	Sole	2024-01-31
2023-09-30	$875,009	9,914	+1.7%	Shares	Sole	2023-11-03
2023-06-30	$874,695	9,747	+1.4%	Shares	Sole	2023-08-03
2023-03-31	$927,559	9,615	+6.1%	Shares	Sole	2023-05-04
2022-12-31	$933,398	9,063	-1.2%	Shares	Sole	2023-02-01
2022-09-30	$853,551	9,176	+1.2%	Shares	Sole	2022-10-27
2022-06-30	$971,965	9,066	+0.0%	Shares	Sole	2022-08-01
2022-03-31	$1,012,086	9,064	-1.6%	Shares	Sole	2022-05-06
2021-12-31	$966,338	9,212	+0.0%	Shares	Sole	2022-02-04
2021-09-30	$898,803	9,210	-0.6%	Shares	Sole	2021-10-26
2021-06-30	$914,936	9,268	+161.1%	Shares	Sole	2021-08-04
2021-03-31	$342,681	3,550	-62.0%	Shares	Sole	2021-04-29
2020-12-31	$854,621	9,334	-1.7%	Shares	Sole	2021-01-28
2020-09-30	$840,965	9,496	-4.3%	Shares	Sole	2020-10-20
2020-06-30	$792,748	9,923	-0.3%	Shares	Sole	2020-08-04
2020-03-31	$805,160	9,955	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.