Elevated Capital Advisors, LLC

Position in DUK — Duke Energy CORP

CIK 1802387 SANDY, UT

Position in DUK

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$21,138

+$8,175 QoQ

Shares Held

167

+68.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,332

of 2,446 holders

Holding Since

Jun 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Elevated Capital Advisors, LLC holds $5,330,892 across 25 Utilities - Regulated Electric names. DUK ranks #17 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	8,140	$555,880
2	AEP	American Electric Power Co Inc	3,072	$420,280
3	CMS	Cms Energy Corp	4,849	$370,948
4	EIX	Edison International	4,811	$358,178
5	EXC	Exelon Corp	7,543	$351,654
6	FE	Firstenergy Corp	7,351	$349,466
7	ES	Eversource Energy	4,742	$342,704
8	WEC	Wec Energy Group, Inc.	2,775	$324,036

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,138	167	+68.7%	Shares	Sole	2026-08-03
2026-03-31	$12,963	99	-17.5%	Shares	Sole	2026-04-30
2025-12-31	$14,065	120	-99.3%	Shares	Sole	2026-01-27
2024-03-31	$1,672,309	17,292	+5.2%	Shares	Sole	2024-04-15
2023-12-31	$1,594,658	16,433	-4.0%	Shares	Sole	2024-01-09
2023-09-30	$1,511,099	17,121	-1.4%	Shares	Sole	2023-10-17
2023-06-30	$1,558,783	17,370	+5.1%	Shares	Sole	2023-08-18
2023-03-31	$1,593,973	16,523	+2.1%	Shares	Sole	2023-04-18
2022-12-31	$1,666,172	16,178	+7.5%	Shares	Sole	2023-01-17
2022-09-30	$1,399,764	15,048	+16.8%	Shares	Sole	2022-10-06
2022-03-31	$1,438,850	12,886	+20.5%	Shares	Sole	2022-04-20
2021-09-30	$1,043,237	10,690	+15.1%	Shares	Sole	2021-10-07
2021-03-31	$896,474	9,287	+4.6%	Shares	Sole	2021-04-21
2020-12-31	$812,778	8,877	-6.6%	Shares	Sole	2021-02-25
2020-09-30	$842,028	9,508	-2.5%	Shares	Sole	2020-11-27
2020-06-30	$779,406	9,756	—	Shares	Sole	2020-09-11
No filing history on record for this holder in this stock.