BEACON INVESTMENT ADVISORS LLC

Position in DUK — Duke Energy CORP

CIK 1961635 Gaithersburg, MD

Position in DUK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$416,574

-$12,254 QoQ

Shares Held

3,291

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,607

of 2,446 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

BEACON INVESTMENT ADVISORS LLC holds $1,960,690 across 4 Utilities - Regulated Electric names. DUK ranks #3 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	7,291	$697,821
2	D	Dominion Energy, Inc	7,410	$506,028
3	DUK	Duke Energy CORP This page	3,291	$416,574
4	WEC	Wec Energy Group, Inc.	2,914	$340,267

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$416,574	3,291	+0.5%	Shares	Sole	2026-08-13
2026-03-31	$428,828	3,275	-4.0%	Shares	Sole	2026-05-14
2025-12-31	$400,037	3,413	+0.9%	Shares	Sole	2026-02-17
2025-09-30	$418,770	3,384	+0.5%	Shares	Sole	2025-11-14
2025-06-30	$397,306	3,367	+1.9%	Shares	Sole	2025-08-14
2025-03-31	$403,110	3,305	+3.9%	Shares	Sole	2025-05-15
2024-12-31	$342,720	3,181	+14.2%	Shares	Sole	2025-02-14
2024-09-30	$321,225	2,786	+0.5%	Shares	Sole	2024-11-14
2024-06-30	$277,937	2,773	-0.6%	Shares	Sole	2024-08-14
2024-03-31	$269,917	2,791	+0.6%	Shares	Sole	2024-05-13
2023-12-31	$269,188	2,774	-0.1%	Shares	Sole	2024-02-13
2023-09-30	$245,098	2,777	-0.2%	Shares	Sole	2023-11-07
2023-06-30	$249,746	2,783	-9.6%	Shares	Sole	2023-08-03
2023-03-31	$296,838	3,077	+0.7%	Shares	Sole	2023-05-12
2022-12-31	$314,737	3,056	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.