Position in DUK
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,446,429
+$217,950 QoQ
Shares Held
11,427
+21.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#961
of 2,446 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Rollins Financial Advisors, LLC holds $3,769,263 across 4 Utilities - Regulated Electric names. DUK ranks #2 (38.4% of the industry book) .
All Filings in DUK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,446,429 | 11,427 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,228,479 | 9,382 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,098,257 | 9,370 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,291,578 | 10,437 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,231,094 | 10,433 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $1,059,407 | 9,833 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $651,560 | 5,651 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $434,697 | 4,337 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $459,759 | 4,754 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $457,058 | 4,710 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||