Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$272,526
-$67,132 QoQ
Shares Held
2,153
-17.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,888
of 2,446 holders
Holding Since
Sep 2024
8 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, 2026Perennial Investment Advisors, LLC holds $3,355,356 across 9 Utilities - Regulated Electric names. DUK ranks #6 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
16,830 | $784,614 | |
| 2 | NEE |
Nextera Energy Inc
|
7,017 | $615,882 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,006 | $411,250 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
2,752 | $321,351 | |
| 5 | SO |
Southern Co
|
2,848 | $272,582 | |
| 6 | DUK |
Duke Energy CORP
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|
2,153 | $272,526 | |
| 7 | AEE |
Ameren Corp
|
2,216 | $250,496 | |
| 8 | XEL |
Xcel Energy Inc
|
2,719 | $218,335 |
All Filings in DUK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,526 | 2,153 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $339,658 | 2,594 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $308,848 | 2,635 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $275,096 | 2,223 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $252,048 | 2,136 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $272,237 | 2,232 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $226,577 | 2,103 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $211,921 | 1,838 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||