Position in DUK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$583,154
-$9,742 QoQ
Shares Held
4,607
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,385
of 2,446 holders
Holding Since
Dec 2020
22 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, 2026Northstar Advisory Group, LLC holds $3,128,296 across 7 Utilities - Regulated Electric names. DUK ranks #2 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
7,659 | $733,042 | |
| 2 | DUK |
Duke Energy CORP
This page
|
4,607 | $583,154 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,405 | $465,838 | |
| 4 | NEE |
Nextera Energy Inc
|
5,102 | $447,802 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
4,988 | $404,826 | |
| 6 | EXC |
Exelon Corp
|
5,505 | $256,643 | |
| 7 | EVRG |
Evergy, Inc.
|
2,742 | $236,991 |
All Filings in DUK
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $583,154 | 4,607 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $592,896 | 4,528 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $548,894 | 4,683 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $574,695 | 4,644 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $563,922 | 4,779 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $582,894 | 4,779 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $541,824 | 5,029 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $582,610 | 5,053 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $503,054 | 5,019 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $228,719 | 2,365 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $229,499 | 2,365 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $208,646 | 2,364 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $212,145 | 2,364 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $228,055 | 2,364 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $293,109 | 2,846 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $264,734 | 2,846 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $305,119 | 2,846 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $317,784 | 2,846 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $298,545 | 2,846 | Shares | Sole | 2022-01-20 | |
| 2021-06-30 | $280,858 | 2,845 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $274,627 | 2,845 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $260,488 | 2,845 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||