Position in DUK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$457,713
+$57,430 QoQ
Shares Held
3,616
+18.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,531
of 2,440 holders
Holding Since
Mar 2024
6 quarters on record
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Global Assets Advisory, LLC holds $1,162,346 across 3 Utilities - Regulated Electric names. DUK ranks #2 (39.4% of the industry book) .
All Filings in DUK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,713 | 3,616 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $400,283 | 3,057 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $323,968 | 2,764 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $204,063 | 1,649 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $260,771 | 2,138 | Shares | Sole | 2025-04-23 | |
| 2024-03-31 | $504 | 48,419 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||