Position in DUK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$568,470
-$85,313 QoQ
Shares Held
4,491
-10.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,403
of 2,446 holders
Holding Since
Dec 2020
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, 2026CHILDRESS CAPITAL ADVISORS, LLC holds $3,048,041 across 7 Utilities - Regulated Electric names. DUK ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
6,652 | $764,048 | |
| 2 | DUK |
Duke Energy CORP
This page
|
4,491 | $568,470 | |
| 3 | SO |
Southern Co
|
5,383 | $515,206 | |
| 4 | NEE |
Nextera Energy Inc
|
5,774 | $506,783 | |
| 5 | ED |
Consolidated Edison Inc
|
2,318 | $256,440 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,675 | $229,156 | |
| 7 | EIX |
Edison International
|
2,793 | $207,938 |
All Filings in DUK
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $568,470 | 4,491 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $653,783 | 4,993 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $566,241 | 4,831 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $625,556 | 5,055 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $538,788 | 4,566 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $398,597 | 3,268 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $331,300 | 3,075 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $371,150 | 3,219 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $364,937 | 3,641 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $286,745 | 2,965 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $334,788 | 3,450 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $352,422 | 3,993 | Shares | Sole | 2023-11-06 | |
| 2022-12-31 | $278,793 | 2,707 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $327,058 | 3,516 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $360,011 | 3,358 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $235,714 | 2,111 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $315,014 | 3,003 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $378,356 | 3,877 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $207,706 | 2,104 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $264,395 | 2,739 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $150,341 | 1,642 | Shares | Sole | 2021-03-09 | |
| No filing history on record for this holder in this stock. | ||||||