Position in DUK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$255,185
-$35,501 QoQ
Shares Held
2,016
-9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,924
of 2,440 holders
Holding Since
Dec 2021
19 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, 2026MKT Advisors LLC holds $2,128,246 across 5 Utilities - Regulated Electric names. DUK ranks #5 (12.0% of the industry book) .
All Filings in DUK
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,185 | 2,016 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $290,686 | 2,220 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $348,934 | 2,977 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $369,765 | 2,988 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $373,470 | 3,165 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $383,595 | 3,145 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $355,003 | 3,295 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $402,627 | 3,492 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $352,308 | 3,515 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $339,452 | 3,510 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $363,123 | 3,742 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $326,915 | 3,704 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $330,153 | 3,679 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $357,131 | 3,702 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $376,119 | 3,652 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $345,104 | 3,710 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $415,117 | 3,872 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $489,405 | 4,383 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $451,279 | 4,302 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||