Position in DUK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$515,560
-$15,139 QoQ
Shares Held
4,073
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,460
of 2,446 holders
Holding Since
Jun 2025
5 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, 2026PEAK FINANCIAL ADVISORS LLC holds $4,534,826 across 2 Utilities - Regulated Electric names. DUK ranks #2 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNP |
Centerpoint Energy Inc
|
91,264 | $4,019,266 | |
| 2 | DUK |
Duke Energy CORP
This page
|
4,073 | $515,560 |
All Filings in DUK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $515,560 | 4,073 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $530,699 | 4,053 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $471,301 | 4,021 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $492,896 | 3,983 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $450,878 | 3,821 | Shares | Sole | 2025-07-07 | |
| No filing history on record for this holder in this stock. | ||||||