INSIGNEO ADVISORY SERVICES, LLC

Position in DUK — Duke Energy CORP

CIK 1964958 MIAMI, FL

Position in DUK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,302,381

-$13,566 QoQ

Shares Held

10,289

+2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,003

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

INSIGNEO ADVISORY SERVICES, LLC holds $5,717,533 across 8 Utilities - Regulated Electric names. DUK ranks #2 (22.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	23,083	$2,025,994
2	DUK	Duke Energy CORP This page	10,289	$1,302,381
3	D	Dominion Energy, Inc	12,791	$873,496
4	SO	Southern Co	6,353	$608,045
5	CNP	Centerpoint Energy Inc	7,436	$327,481
6	DTE	Dte Energy Co	2,007	$305,806
7	WEC	Wec Energy Group, Inc.	1,743	$203,530
8	IMSR	Terrestrial Energy Inc. /DE/	10,000	$70,800

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,302,381	10,289	+2.4%	Shares	Sole	2026-08-14
2026-03-31	$1,315,947	10,050	-8.3%	Shares	Sole	2026-05-12
2025-12-31	$1,284,856	10,962	+3.6%	Shares	Sole	2026-02-12
2025-09-30	$1,309,151	10,579	-2.8%	Shares	Sole	2025-11-12
2025-06-30	$1,284,076	10,882	+5.3%	Shares	Sole	2025-08-12
2025-03-31	$1,260,194	10,332	-5.6%	Shares	Sole	2025-04-18
2024-12-31	$1,179,645	10,949	+4.3%	Shares	Sole	2025-02-13
2024-09-30	$1,210,073	10,495	+4.1%	Shares	Sole	2024-11-15
2024-06-30	$1,010,619	10,083	-2.6%	Shares	Sole	2024-08-14
2024-03-31	$1,000,851	10,349	-9.7%	Shares	Sole	2024-05-15
2023-12-31	$1,112,757	11,467	+7.1%	Shares	Sole	2024-02-14
2023-09-30	$944,735	10,704	+4.6%	Shares	Sole	2023-11-14
2023-06-30	$918,219	10,232	+62.9%	Shares	Sole	2023-08-14
2023-03-31	$605,831	6,280	-14.9%	Shares	Sole	2023-05-11
2022-12-31	$760,066	7,380	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.