MBA Advisors LLC

Position in DUK — Duke Energy CORP

CIK 1848704 HERMITAGE, PA

Position in DUK

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

Position Value

$712,645

-$14,464 QoQ

Shares Held

5,630

+1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#1,276

of 2,440 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

MBA Advisors LLC holds $1,412,757 across 4 Utilities - Regulated Electric names. DUK ranks #1 (50.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	5,630	$712,645
2	ED	Consolidated Edison Inc	2,404	$265,954
3	D	Dominion Energy, Inc	3,256	$222,352
4	SO	Southern Co	2,213	$211,806

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$712,645	5,630	+1.4%	Shares	Sole	2026-07-28
2026-03-31	$727,109	5,553	+2.3%	Shares	Sole	2026-04-20
2025-12-31	$636,215	5,428	0.0%	Shares	Sole	2026-01-21
2025-09-30	$671,715	5,428	+3.3%	Shares	Sole	2025-10-28
2025-06-30	$619,972	5,254	+1.1%	Shares	Sole	2025-07-17
2025-03-31	$634,122	5,199	+6.9%	Shares	Sole	2025-04-29
2024-12-31	$524,047	4,864	-2.9%	Shares	Sole	2025-01-29
2024-09-30	$577,537	5,009	+11.7%	Shares	Sole	2024-10-25
2024-06-30	$449,331	4,483	+0.2%	Shares	Sole	2024-07-30
2024-03-31	$432,680	4,474	+7.1%	Shares	Sole	2024-04-26
2023-12-31	$405,239	4,176	-20.8%	Shares	Sole	2024-01-19
2023-09-30	$465,659	5,276	0.0%	Shares	Sole	2023-10-19
2023-06-30	$473,468	5,276	+1.9%	Shares	Sole	2023-07-21
2023-03-31	$499,328	5,176	0.0%	Shares	Sole	2023-04-21
2022-12-31	$533,076	5,176	0.0%	Shares	Sole	2023-01-26
2022-09-30	$481,471	5,176	-16.2%	Shares	Sole	2022-11-01
2022-06-30	$662,128	6,176	+0.0%	Shares	Sole	2022-08-08
2022-03-31	$689,388	6,174	-10.4%	Shares	Sole	2022-05-16
2021-12-31	$723,180	6,894	-3.0%	Shares	Sole	2022-02-11
2021-09-30	$693,767	7,109	+20.3%	Shares	Sole	2021-11-16
2021-06-30	$583,435	5,910	0.0%	Shares	Sole	2021-08-16
2021-03-31	$570,492	5,910	—	Shares	Sole	2021-05-18
No filing history on record for this holder in this stock.