Position in DUK
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$211,262
-$6,753 QoQ
Shares Held
1,669
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,061
of 2,446 holders
Holding Since
Sep 2025
3 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, 2026MRA Advisory Group holds $1,229,820 across 2 Utilities - Regulated Electric names. DUK ranks #2 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
12,550 | $1,018,558 | |
| 2 | DUK |
Duke Energy CORP
This page
|
1,669 | $211,262 |
All Filings in DUK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,262 | 1,669 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $218,015 | 1,665 | Shares | Sole | 2026-04-22 | |
| 2025-09-30 | $206,167 | 1,666 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||