Position in DUK
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,880
-$25,714 QoQ
Shares Held
22
-91.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
11 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, 2026Operose Advisors LLC holds $408,647 across 9 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
1,580 | $184,496 | |
| 2 | AEP |
American Electric Power Co Inc
|
545 | $74,561 | |
| 3 | NEE |
Nextera Energy Inc
|
563 | $49,414 | |
| 4 | OGE |
Oge Energy Corp.
|
537 | $26,130 | |
| 5 | LNT |
Alliant Energy Corp
|
341 | $26,014 | |
| 6 | PPL |
PPL Corp
|
706 | $25,663 | |
| 7 | D |
Dominion Energy, Inc
|
200 | $13,658 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
100 | $8,116 |
All Filings in DUK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,880 | 22 | Shares | Sole | 2026-05-12 | |
| 2024-09-30 | $28,594 | 248 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $24,857 | 248 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $23,984 | 248 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $24,065 | 248 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $76,609 | 868 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $21,447 | 239 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $23,056 | 239 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $24,614 | 239 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $22,231 | 239 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $60,317 | 575 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||