Position in DUK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$925,046
-$32,518 QoQ
Shares Held
7,308
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#1,135
of 2,446 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, 2026Powers Advisory Group, LLC holds $4,094,286 across 6 Utilities - Regulated Electric names. DUK ranks #2 (22.6% 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 | $925,046 | 7,308 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $957,564 | 7,313 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $861,962 | 7,354 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $905,107 | 7,314 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $799,450 | 6,775 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $821,467 | 6,735 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $721,534 | 6,697 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $767,206 | 6,654 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $663,021 | 6,615 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $635,481 | 6,571 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $639,687 | 6,592 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $580,839 | 6,581 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $586,271 | 6,533 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $625,318 | 6,482 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $658,827 | 6,397 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $587,886 | 6,320 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $668,347 | 6,234 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $724,226 | 6,486 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $661,079 | 6,302 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||