DOVER ADVISORS, LLC

Position in DUK — Duke Energy CORP

CIK 1964541 RICHMOND, VA

Position in DUK

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,531,600

-$206,355 QoQ

Shares Held

20,000

-4.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

#726

of 2,440 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

DOVER ADVISORS, LLC holds $6,197,216 across 5 Utilities - Regulated Electric names. DUK ranks #1 (40.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	20,000	$2,531,600
2	NEE	Nextera Energy Inc	24,739	$2,171,342
3	D	Dominion Energy, Inc	13,945	$952,304
4	SO	Southern Co	2,911	$278,611
5	AEP	American Electric Power Co Inc	1,925	$263,359

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,531,600	20,000	-4.4%	Shares	Sole	2026-08-07
2026-03-31	$2,737,955	20,910	-2.0%	Shares	Sole	2026-04-08
2025-12-31	$2,500,323	21,332	+2.6%	Shares	Sole	2026-02-10
2025-09-30	$2,572,143	20,785	+6.1%	Shares	Sole	2025-11-10
2025-06-30	$2,311,384	19,588	-4.4%	Shares	Sole	2025-07-08
2025-03-31	$2,498,555	20,485	+51.9%	Shares	Sole	2025-04-16
2024-12-31	$1,452,658	13,483	-0.4%	Shares	Sole	2025-02-04
2024-09-30	$1,560,585	13,535	+12.5%	Shares	Sole	2024-10-15
2024-06-30	$1,206,268	12,035	0.0%	Shares	Sole	2024-07-31
2024-03-31	$1,163,904	12,035	+124.3%	Shares	Sole	2024-04-29
2023-12-31	$520,619	5,365	-5.9%	Shares	Sole	2024-02-05
2023-09-30	$502,993	5,699	+2.7%	Shares	Sole	2023-11-03
2023-06-30	$497,787	5,547	-5.8%	Shares	Sole	2023-08-01
2023-03-31	$568,304	5,891	+6.5%	Shares	Sole	2023-05-02
2022-12-31	$569,534	5,530	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.