Position in DUK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$9,911,973
-$108,603 QoQ
Shares Held
78,306
+2.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.88%
of 13F equity value
Holder Rank
#330
of 2,440 holders
Holding Since
Jun 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, 2026ADVOCATE GROUP LLC holds $51,908,855 across 7 Utilities - Regulated Electric names. DUK ranks #2 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
127,851 | $11,050,161 | |
| 2 | DUK |
Duke Energy CORP
This page
|
78,306 | $9,911,973 | |
| 3 | SO |
Southern Co
|
101,592 | $9,723,370 | |
| 4 | D |
Dominion Energy, Inc
|
123,422 | $8,428,488 | |
| 5 | XEL |
Xcel Energy Inc
|
94,246 | $7,567,953 | |
| 6 | NEE |
Nextera Energy Inc
|
53,482 | $4,694,115 | |
| 7 | CNP |
Centerpoint Energy Inc
|
12,098 | $532,795 |
All Filings in DUK
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,911,973 | 78,306 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $10,020,576 | 76,528 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $8,798,954 | 75,070 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $8,782,042 | 70,966 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $8,482,430 | 71,885 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $8,871,365 | 72,734 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $8,184,792 | 75,968 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $9,809,493 | 85,078 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $8,431,046 | 84,117 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $7,967,550 | 82,386 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $6,874,798 | 70,845 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $6,107,945 | 69,204 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $5,790,742 | 64,528 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $6,335,956 | 65,678 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $7,739,286 | 75,146 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $7,456,018 | 80,155 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $8,922,981 | 83,229 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||