Position in DUK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,872,715
-$159,058 QoQ
Shares Held
30,595
-0.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.17%
of 13F equity value
Holder Rank
#591
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, 2026Carson Advisory Inc. holds $23,078,400 across 7 Utilities - Regulated Electric names. DUK ranks #4 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
70,389 | $6,736,931 | |
| 2 | EIX |
Edison International
|
71,827 | $5,347,520 | |
| 3 | D |
Dominion Energy, Inc
|
74,040 | $5,056,191 | |
| 4 | DUK |
Duke Energy CORP
This page
|
30,595 | $3,872,715 | |
| 5 | NEE |
Nextera Energy Inc
|
12,351 | $1,084,047 | |
| 6 | PCG |
PG&E Corp
|
40,006 | $672,900 | |
| 7 | AEP |
American Electric Power Co Inc
|
2,252 | $308,096 |
All Filings in DUK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,872,715 | 30,595 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,031,773 | 30,791 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,624,719 | 30,925 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,888,472 | 31,422 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,707,678 | 31,421 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,832,175 | 31,419 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,408,462 | 31,636 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,695,941 | 32,055 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,204,453 | 31,971 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,084,758 | 31,897 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,085,677 | 31,798 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,256,455 | 25,566 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,782,595 | 19,864 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,926,602 | 19,971 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,177,620 | 21,144 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,600,781 | 17,209 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,857,627 | 17,327 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,934,509 | 17,325 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,874,877 | 17,873 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||