Latitude Advisors, LLC

Position in DUK — Duke Energy CORP

CIK 1843715 YORKVILLE, IL

Position in DUK

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$650,494

+$209,620 QoQ

Shares Held

5,139

+52.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#1,327

of 2,446 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 49% Shared 2% None 49%

Utilities · as of Jun 30, 2026

Latitude Advisors, LLC holds $1,839,611 across 5 Utilities - Regulated Electric names. DUK ranks #1 (35.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	5,139	$650,494
2	AEP	American Electric Power Co Inc	3,096	$423,563
3	SO	Southern Co	3,058	$292,681
4	LNT	Alliant Energy Corp	3,529	$269,227
5	ETR	Entergy Corp /De/	1,773	$203,646

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$650,494	5,139	+52.6%	Shares	Sole	2026-07-28
2026-03-31	$440,874	3,367	+0.2%	Shares	Sole	2026-04-27
2025-12-31	$393,708	3,359	+4.1%	Shares	Sole	2026-01-27
2025-09-30	$399,465	3,228	-3.0%	Shares	Sole	2025-10-31
2025-06-30	$392,704	3,328	0.0%	Shares	Sole	2025-07-29
2025-03-31	$405,916	3,328	-14.0%	Shares	Sole	2025-04-28
2024-12-31	$416,846	3,869	-6.8%	Shares	Sole	2025-01-29
2024-09-30	$478,495	4,150	-0.1%	Shares	Sole	2024-10-29
2024-06-30	$416,555	4,156	+4.2%	Shares	Sole	2024-07-26
2024-03-31	$385,582	3,987	-0.2%	Shares	Sole	2024-04-25
2023-12-31	$387,577	3,994	-4.9%	Shares	Sole	2024-01-30
2023-09-30	$370,515	4,198	+0.9%	Shares	Sole	2023-11-03
2023-06-30	$373,497	4,162	+72.5%	Shares	Sole	2023-07-26
2023-03-31	$232,782	2,413	-17.8%	Shares	Sole	2023-04-27
2022-12-31	$302,172	2,934	+12.5%	Shares	Sole	2023-01-27
2022-09-30	$242,596	2,608	+12.8%	Shares	Sole	2022-11-01
2022-06-30	$247,869	2,312	-65.9%	Shares	Sole	2022-07-28
2022-03-31	$757,724	6,786	+151.1%	Shares	Sole	2022-04-29
2021-12-31	$283,439	2,702	+0.6%	Shares	Sole	2022-01-18
2021-09-30	$262,126	2,686	—	Shares	Sole	2021-10-14
No filing history on record for this holder in this stock.