CBIZ Investment Advisory Services, LLC
Position in DUK — Duke Energy CORP
CIK 1795934
INDEPENDENCE, OH
Position in DUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,442
-$188 QoQ
Shares Held
43
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,408
of 2,446 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $45,796 across 8 Utilities - Regulated Electric names. DUK ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
250 | $17,072 | |
| 2 | EXC |
Exelon Corp
|
218 | $10,163 | |
| 3 | DUK |
Duke Energy CORP
This page
|
43 | $5,442 | |
| 4 | NEE |
Nextera Energy Inc
|
35 | $3,071 | |
| 5 | SO |
Southern Co
|
31 | $2,967 | |
| 6 | AEP |
American Electric Power Co Inc
|
20 | $2,736 | |
| 7 | ED |
Consolidated Edison Inc
|
20 | $2,212 | |
| 8 | DTE |
Dte Energy Co
|
14 | $2,133 |
All Filings in DUK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,442 | 43 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,630 | 43 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $15,237 | 130 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $14,602 | 118 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $14,986 | 127 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $6,098 | 50 | Shares | Sole | 2025-06-03 | |
| No filing history on record for this holder in this stock. | ||||||