C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Position in DUK — Duke Energy CORP
CIK 1965756
Westlake, OH
Position in DUK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$751,252
-$61,230 QoQ
Shares Held
5,935
-4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,242
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, 2026C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors holds $3,889,397 across 10 Utilities - Regulated Electric names. DUK ranks #1 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
5,935 | $751,252 | |
| 2 | FE |
Firstenergy Corp
|
11,225 | $533,636 | |
| 3 | ED |
Consolidated Edison Inc
|
4,814 | $532,572 | |
| 4 | NEE |
Nextera Energy Inc
|
5,476 | $480,628 | |
| 5 | ETR |
Entergy Corp /De/
|
2,771 | $318,277 | |
| 6 | LNT |
Alliant Energy Corp
|
3,960 | $302,108 | |
| 7 | D |
Dominion Energy, Inc
|
4,163 | $284,291 | |
| 8 | SO |
Southern Co
|
2,774 | $265,499 |
All Filings in DUK
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $751,252 | 5,935 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $812,482 | 6,205 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $830,667 | 7,087 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $938,767 | 7,586 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $682,630 | 5,785 | Shares | Sole | 2025-11-03 | |
| 2025-03-31 | $708,645 | 5,810 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $596,987 | 5,541 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $590,912 | 5,125 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $337,574 | 3,368 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $653,662 | 6,759 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $315,380 | 3,250 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $284,638 | 3,225 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $264,463 | 2,947 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $272,817 | 2,828 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $285,179 | 2,769 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||