Position in DUK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$300,374
-$1,442 QoQ
Shares Held
2,373
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,827
of 2,440 holders
Holding Since
Sep 2021
5 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, 2026Herold Advisors, Inc. holds $7,734,727 across 7 Utilities - Regulated Electric names. DUK ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
27,346 | $2,400,158 | |
| 2 | ED |
Consolidated Edison Inc
|
17,334 | $1,917,660 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
16,078 | $1,304,890 | |
| 4 | NGG |
National Grid PLC
|
14,125 | $1,170,538 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,678 | $366,377 | |
| 6 | DUK |
Duke Energy CORP
This page
|
2,373 | $300,374 | |
| 7 | D |
Dominion Energy, Inc
|
4,023 | $274,730 |
All Filings in DUK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,374 | 2,373 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $301,816 | 2,305 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $201,860 | 1,655 | Shares | Sole | 2025-05-13 | |
| 2022-03-31 | $165,033 | 1,478 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $119,840 | 1,228 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||