Position in DUK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$298,728
+$287,730 QoQ
Shares Held
2,360
+2709.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#1,834
of 2,446 holders
Holding Since
Mar 2020
18 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, 2026Lloyd Advisory Services, LLC. holds $1,310,451 across 21 Utilities - Regulated Electric names. DUK ranks #1 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
2,360 | $298,728 | |
| 2 | FE |
Firstenergy Corp
|
4,768 | $226,670 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
1,616 | $188,700 | |
| 4 | NGG |
National Grid PLC
|
2,128 | $176,347 | |
| 5 | PPL |
PPL Corp
|
3,609 | $131,187 | |
| 6 | SO |
Southern Co
|
1,041 | $99,634 | |
| 7 | XEL |
Xcel Energy Inc
|
945 | $75,883 | |
| 8 | ES |
Eversource Energy
|
530 | $38,303 |
All Filings in DUK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,728 | 2,360 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $10,998 | 84 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $324,085 | 2,765 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $364,320 | 2,944 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $291,224 | 2,468 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $301,631 | 2,473 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $283,356 | 2,630 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $318,573 | 2,763 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $368,946 | 3,681 | Shares | Sole | 2024-08-05 | |
| 2023-09-30 | $227,534 | 2,578 | Shares | Other | 2023-11-13 | |
| 2022-03-31 | $327,722 | 2,935 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $307,042 | 2,927 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $283,498 | 2,905 | Shares | Other | 2021-10-21 | |
| 2021-06-30 | $287,472 | 2,912 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $280,323 | 2,904 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $263,601 | 2,879 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $292,425 | 3,302 | Shares | Other | 2020-10-28 | |
| 2020-03-31 | $309,366 | 3,825 | Shares | Other | 2020-06-03 | |
| No filing history on record for this holder in this stock. | ||||||