CGN Advisors LLC

Position in DUK — Duke Energy CORP

CIK 1841506 MANHATTAN, KS

Position in DUK

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$4,139,798

+$314,125 QoQ

Shares Held

32,705

+11.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.61%

of 13F equity value

Holder Rank

#570

of 2,446 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CGN Advisors LLC holds $5,384,047 across 5 Utilities - Regulated Electric names. DUK ranks #1 (76.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	32,705	$4,139,798
2	EVRG	Evergy, Inc.	4,283	$370,179
3	EXC	Exelon Corp	7,322	$341,351
4	NEE	Nextera Energy Inc	3,535	$310,266
5	AEP	American Electric Power Co Inc	1,626	$222,453

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,139,798	32,705	+11.9%	Shares	Sole	2026-07-06
2026-03-31	$3,825,673	29,217	+2.7%	Shares	Sole	2026-04-13
2025-12-31	$3,335,562	28,458	+6.0%	Shares	Sole	2026-01-05
2025-09-30	$3,323,058	26,853	+0.8%	Shares	Sole	2025-10-09
2025-06-30	$3,144,582	26,649	-1.5%	Shares	Sole	2025-07-15
2025-03-31	$3,299,654	27,053	+10.7%	Shares	Sole	2025-04-10
2024-12-31	$2,633,488	24,443	+1.4%	Shares	Sole	2025-01-15
2024-09-30	$2,778,153	24,095	+2.6%	Shares	Sole	2024-10-17
2024-06-30	$2,354,502	23,491	+4.9%	Shares	Sole	2024-07-10
2024-03-31	$2,166,497	22,402	+7.8%	Shares	Sole	2024-04-12
2023-12-31	$2,015,811	20,773	+0.7%	Shares	Sole	2024-01-05
2023-09-30	$1,820,274	20,624	+3.5%	Shares	Sole	2023-10-13
2023-06-30	$1,788,069	19,925	+63.2%	Shares	Sole	2023-07-10
2023-03-31	$1,177,705	12,208	+9.2%	Shares	Sole	2023-04-04
2022-12-31	$1,151,840	11,184	+56.7%	Shares	Sole	2023-01-09
2022-09-30	$663,883	7,137	+50.5%	Shares	Sole	2022-10-18
2022-06-30	$508,497	4,743	-17.6%	Shares	Sole	2022-07-27
2022-03-31	$642,379	5,753	+8.8%	Shares	Sole	2022-04-04
2021-12-31	$554,606	5,287	+25.1%	Shares	Sole	2022-01-14
2021-09-30	$412,512	4,227	+2.8%	Shares	Sole	2021-10-07
2021-06-30	$405,837	4,111	+3.4%	Shares	Sole	2021-07-21
2021-03-31	$383,899	3,977	+16.1%	Shares	Sole	2021-04-20
2020-12-31	$313,684	3,426	—	Shares	Sole	2021-01-26
No filing history on record for this holder in this stock.