Position in DUK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$306,829
+$51,889 QoQ
Shares Held
2,424
+24.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,820
of 2,446 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Fortis Capital Advisors, LLC holds $2,532,286 across 4 Utilities - Regulated Electric names. DUK ranks #2 (12.1% of the industry book) .
All Filings in DUK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,829 | 2,424 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $254,940 | 1,947 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $230,786 | 1,969 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $243,292 | 1,966 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $291,932 | 2,474 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $298,582 | 2,448 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $232,826 | 2,161 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $239,247 | 2,075 | Shares | Sole | 2024-11-13 | |
| 2023-03-31 | $21,898 | 227 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $19,774 | 192 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||