Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$519,990
+$29,227 QoQ
Shares Held
4,108
+9.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,454
of 2,446 holders
Holding Since
Dec 2020
23 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, 2026Mayfair Advisory Group, LLC holds $2,870,810 across 3 Utilities - Regulated Electric names. DUK ranks #2 (18.1% of the industry book) .
All Filings in DUK
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $519,990 | 4,108 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $490,763 | 3,748 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $440,709 | 3,760 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $465,300 | 3,760 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $443,680 | 3,760 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $460,802 | 3,778 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $407,041 | 3,778 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $461,084 | 3,999 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $405,330 | 4,044 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $377,072 | 3,899 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $376,321 | 3,878 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $342,272 | 3,878 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $348,011 | 3,878 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $325,875 | 3,378 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $347,900 | 3,378 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $314,221 | 3,378 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $362,155 | 3,378 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $377,187 | 3,378 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $354,352 | 3,378 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $329,659 | 3,378 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $333,476 | 3,378 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $326,078 | 3,378 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $309,289 | 3,378 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||