Position in DUK
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$606,444
-$19,449 QoQ
Shares Held
4,791
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,359
of 2,446 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, 2026PETRA FINANCIAL ADVISORS INC holds $606,444 across 1 Utilities - Regulated Electric name. DUK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
4,791 | $606,444 |
All Filings in DUK
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $606,444 | 4,791 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $625,893 | 4,780 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $598,122 | 5,103 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $629,640 | 5,088 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $598,968 | 5,076 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $617,046 | 5,059 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $545,703 | 5,065 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $581,919 | 5,047 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $448,128 | 4,471 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $419,818 | 4,341 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $406,500 | 4,189 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $510,584 | 5,785 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $505,684 | 5,635 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $543,319 | 5,632 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $579,730 | 5,629 | Shares | Sole | 2023-04-10 | |
| No filing history on record for this holder in this stock. | ||||||