Position in DUK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$353,284
-$99,637 QoQ
Shares Held
2,791
-19.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,701
of 2,446 holders
Holding Since
Dec 2020
23 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, 2026Alliance Wealth Advisors, LLC holds $2,872,187 across 7 Utilities - Regulated Electric names. DUK ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
25,428 | $924,307 | |
| 2 | EIX |
Edison International
|
7,249 | $539,688 | |
| 3 | DUK |
Duke Energy CORP
This page
|
2,791 | $353,284 | |
| 4 | D |
Dominion Energy, Inc
|
4,184 | $285,725 | |
| 5 | ETR |
Entergy Corp /De/
|
2,396 | $275,204 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
2,274 | $265,534 | |
| 7 | ES |
Eversource Energy
|
3,161 | $228,445 |
All Filings in DUK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,284 | 2,791 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $452,921 | 3,459 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $407,539 | 3,477 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $434,362 | 3,510 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $414,770 | 3,515 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $425,431 | 3,488 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $381,615 | 3,542 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $464,428 | 4,028 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $362,331 | 3,615 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $375,524 | 3,883 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $383,502 | 3,952 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $375,987 | 4,260 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $382,292 | 4,260 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $410,962 | 4,260 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $452,126 | 4,390 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $420,450 | 4,520 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $495,310 | 4,620 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $518,437 | 4,643 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $461,769 | 4,402 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $430,567 | 4,412 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $449,965 | 4,558 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $436,701 | 4,524 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $362,669 | 3,961 | Shares | Sole | 2021-03-09 | |
| No filing history on record for this holder in this stock. | ||||||