Allegiance Financial Group Advisory Services LLC

Position in DUK — Duke Energy CORP

CIK 1964068 VIENNA, VA

Back to DUK Full portfolio

Position in DUK

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$337,209

-$161,672 QoQ

Shares Held

2,664

-30.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,744

of 2,446 holders

Holding Since

Dec 2022

14 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, 2026

Allegiance Financial Group Advisory Services LLC holds $3,045,420 across 6 Utilities - Regulated Electric names. DUK ranks #4 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCG	PG&E Corp	52,687	$886,195
2	EIX	Edison International	11,864	$883,274
3	ES	Eversource Energy	6,315	$456,385
4	DUK	Duke Energy CORP This page	2,664	$337,209
5	D	Dominion Energy, Inc	3,634	$248,165
6	DTE	Dte Energy Co	1,537	$234,192

All Filings in DUK

Export CSV

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$337,209	2,664	-30.1%	Shares	Sole	2026-07-27
2026-03-31	$498,881	3,810	+24.3%	Shares	Sole	2026-05-08
2025-12-31	$359,365	3,066	+15.7%	Shares	Sole	2026-02-03
2025-09-30	$327,813	2,649	-33.4%	Shares	Sole	2025-10-30
2025-06-30	$469,168	3,976	+65.9%	Shares	Sole	2025-07-23
2025-03-31	$292,362	2,397	-1.0%	Shares	Sole	2025-05-05
2024-09-30	$279,256	2,422	0.0%	Shares	Sole	2024-11-13
2024-06-30	$242,757	2,422	-0.6%	Shares	Defined	2024-07-24
2024-03-31	$235,682	2,437	+0.7%	Shares	Defined	2024-04-30
2023-12-31	$234,933	2,421	0.0%	Shares	Defined	2024-01-22
2023-09-30	$213,677	2,421	0.0%	Shares	Defined	2023-10-31
2023-06-30	$217,260	2,421	+0.0%	Shares	Defined	2023-07-26
2023-03-31	$233,457	2,420	0.0%	Shares	Defined	2023-04-25
2022-12-31	$249,235	2,420	—	Shares	Defined	2023-02-01
No filing history on record for this holder in this stock.