Investment Research & Advisory Group, Inc.
Position in DUK — Duke Energy CORP
CIK 1802136
ATLANTA, GA
Position in DUK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$134,427
+$49,447 QoQ
Shares Held
1,062
+63.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,153
of 2,440 holders
Holding Since
Mar 2020
26 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, 2026Investment Research & Advisory Group, Inc. holds $339,117 across 4 Utilities - Regulated Electric names. DUK ranks #2 (39.6% of the industry book) .
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $134,427 | 1,062 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $84,980 | 649 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $82,515 | 704 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $79,076 | 639 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $74,576 | 632 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $76,475 | 627 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $67,445 | 626 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $71,486 | 620 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $61,541 | 614 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $58,799 | 608 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $58,418 | 602 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $52,779 | 598 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $52,856 | 589 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $56,145 | 582 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $85,069 | 826 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $76,276 | 820 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $110,747 | 1,033 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $123,942 | 1,110 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $116,439 | 1,110 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $53,674 | 550 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $54,296 | 550 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $53,091 | 550 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $50,358 | 550 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $58,715 | 663 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $52,967 | 663 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $53,623 | 663 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||