Position in DUK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$42,784
-$1,473 QoQ
Shares Held
338
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,257
of 2,446 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $3,451,336 across 16 Utilities - Regulated Electric names. DUK ranks #9 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
10,600 | $1,014,526 | |
| 2 | D |
Dominion Energy, Inc
|
9,372 | $640,013 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
5,417 | $579,619 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
7,053 | $572,421 | |
| 5 | FTS |
Fortis Inc.
|
2,866 | $164,021 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,181 | $161,572 | |
| 7 | ETR |
Entergy Corp /De/
|
1,200 | $137,832 | |
| 8 | IDA |
Idacorp Inc
|
661 | $100,009 |
All Filings in DUK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,784 | 338 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $44,257 | 338 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $41,375 | 353 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $43,683 | 353 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $46,964 | 398 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $48,544 | 398 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $42,880 | 398 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $49,348 | 428 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $46,707 | 466 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||