New England Capital Financial Advisors LLC
Position in DUK — Duke Energy CORP
CIK 1964652
MERIDEN, CT
Position in DUK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$160,756
-$5,406 QoQ
Shares Held
1,270
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#2,130
of 2,440 holders
Holding Since
Dec 2022
15 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, 2026New England Capital Financial Advisors LLC holds $1,044,930 across 12 Utilities - Regulated Electric names. DUK ranks #2 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
8,865 | $640,673 | |
| 2 | DUK |
Duke Energy CORP
This page
|
1,270 | $160,756 | |
| 3 | LNT |
Alliant Energy Corp
|
1,486 | $113,366 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
280 | $32,695 | |
| 5 | SO |
Southern Co
|
303 | $29,000 | |
| 6 | ETR |
Entergy Corp /De/
|
148 | $16,999 | |
| 7 | FE |
Firstenergy Corp
|
261 | $12,407 | |
| 8 | AEP |
American Electric Power Co Inc
|
86 | $11,765 |
All Filings in DUK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,756 | 1,270 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $166,162 | 1,269 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $148,739 | 1,269 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $156,915 | 1,268 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $149,034 | 1,263 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $159,902 | 1,311 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $141,247 | 1,311 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $151,043 | 1,310 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $131,301 | 1,310 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $126,593 | 1,309 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $127,025 | 1,309 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $115,444 | 1,308 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $117,379 | 1,308 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $126,086 | 1,307 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $134,504 | 1,306 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||