Position in DUK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$815,808
-$668,527 QoQ
Shares Held
6,445
-43.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,193
of 2,447 holders
Holding Since
Jun 2021
21 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, 2026Continuum Advisory, LLC holds $11,311,930 across 27 Utilities - Regulated Electric names. DUK ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
35,181 | $4,040,889 | |
| 2 | NEE |
Nextera Energy Inc
|
13,980 | $1,227,024 | |
| 3 | IDA |
Idacorp Inc
|
6,956 | $1,052,442 | |
| 4 | DUK |
Duke Energy CORP
This page
|
6,445 | $815,808 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,954 | $540,946 | |
| 6 | D |
Dominion Energy, Inc
|
6,764 | $461,913 | |
| 7 | ES |
Eversource Energy
|
5,739 | $414,757 | |
| 8 | SO |
Southern Co
|
3,658 | $350,107 |
All Filings in DUK
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $815,808 | 6,445 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,484,335 | 11,336 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,438,166 | 12,270 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,537,593 | 12,425 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,057,634 | 8,963 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $897,943 | 7,362 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $749,978 | 6,961 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $798,798 | 6,928 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $730,877 | 7,292 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $708,207 | 7,323 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,014,359 | 10,453 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $914,197 | 10,358 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $908,079 | 10,119 | Shares | Sole | 2023-12-13 | |
| 2023-03-31 | $934,408 | 9,686 | Shares | Sole | 2023-12-13 | |
| 2022-12-31 | $966,664 | 9,386 | Shares | Sole | 2023-12-13 | |
| 2022-09-30 | $737,648 | 7,930 | Shares | Sole | 2023-12-13 | |
| 2022-06-30 | $890,164 | 8,303 | Shares | Sole | 2023-12-13 | |
| 2022-03-31 | $766,769 | 6,867 | Shares | Sole | 2023-12-13 | |
| 2021-12-31 | $292,775 | 2,791 | Shares | Sole | 2023-12-13 | |
| 2021-09-30 | $236,167 | 2,420 | Shares | Sole | 2023-12-13 | |
| 2021-06-30 | $238,310 | 2,414 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||