Position in DUK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,337,317
-$45,147 QoQ
Shares Held
10,565
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#988
of 2,446 holders
Holding Since
Mar 2022
17 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, 2026CFS Investment Advisory Services, LLC holds $10,643,695 across 13 Utilities - Regulated Electric names. DUK ranks #2 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
34,473 | $3,025,695 | |
| 2 | DUK |
Duke Energy CORP
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|
10,565 | $1,337,317 | |
| 3 | SO |
Southern Co
|
13,138 | $1,257,437 | |
| 4 | AEP |
American Electric Power Co Inc
|
8,312 | $1,137,164 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
13,563 | $1,100,773 | |
| 6 | ETR |
Entergy Corp /De/
|
4,947 | $568,212 | |
| 7 | XEL |
Xcel Energy Inc
|
5,375 | $431,612 | |
| 8 | ED |
Consolidated Edison Inc
|
3,617 | $400,148 |
All Filings in DUK
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,337,317 | 10,565 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,382,464 | 10,558 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,224,375 | 10,446 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,216,957 | 9,834 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,141,532 | 9,674 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,174,693 | 9,631 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,038,290 | 9,637 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,113,682 | 9,659 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $969,123 | 9,669 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $905,882 | 9,367 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $829,109 | 8,544 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,074,035 | 12,169 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $320,730 | 3,574 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $270,887 | 2,808 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $556,146 | 5,400 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,055,590 | 11,348 | Shares | Sole | 2022-10-31 | |
| 2022-03-31 | $3,478,543 | 31,153 | Shares | Sole | 2022-05-27 | |
| No filing history on record for this holder in this stock. | ||||||