Position in DUK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$915,553
+$28,566 QoQ
Shares Held
7,233
+6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,142
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Soltis Investment Advisors LLC holds $33,657,409 across 11 Utilities - Regulated Electric names. DUK ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
81,719 | $11,179,976 | |
| 2 | ETR |
Entergy Corp /De/
|
80,942 | $9,296,998 | |
| 3 | ES |
Eversource Energy
|
118,065 | $8,532,557 | |
| 4 | NEE |
Nextera Energy Inc
|
12,312 | $1,080,624 | |
| 5 | DUK |
Duke Energy CORP
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|
7,233 | $915,553 | |
| 6 | EIX |
Edison International
|
8,713 | $648,682 | |
| 7 | PCG |
PG&E Corp
|
33,284 | $559,836 | |
| 8 | SO |
Southern Co
|
4,681 | $448,018 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $915,553 | 7,233 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $886,987 | 6,774 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $766,787 | 6,542 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $786,431 | 6,355 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $401,200 | 3,400 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $400,427 | 3,283 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $359,205 | 3,334 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $423,266 | 3,671 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $370,550 | 3,697 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,539,917 | 67,624 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $6,314,295 | 65,069 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $6,061,608 | 68,679 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,797,742 | 64,606 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,312,506 | 55,069 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,849,078 | 47,083 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,631,686 | 39,042 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,550,902 | 33,121 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,958,208 | 26,493 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,170,381 | 20,690 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,853,722 | 18,995 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,759,881 | 17,827 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,478,356 | 15,315 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,094,966 | 11,959 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $828,833 | 9,359 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $651,343 | 8,153 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $424,620 | 5,250 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||