Farther Finance Advisors, LLC

Position in DUK — Duke Energy CORP

CIK 1992825 SAN FRANCISCO, CA

Position in DUK

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$8,051,238

+$1,738,191 QoQ

Shares Held

61,488

+14.2% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Utilities · as of Mar 31, 2026

Farther Finance Advisors, LLC holds $66,060,486 across 40 Utilities - Regulated Electric names. DUK ranks #3 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	127,058	$12,263,638
2	NEE	Nextera Energy Inc	126,800	$11,777,184
3	DUK	Duke Energy CORP This page	61,488	$8,051,238
4	AEP	American Electric Power Co Inc	25,609	$3,356,827
5	D	Dominion Energy, Inc	51,845	$3,205,057
6	ETR	Entergy Corp /De/	20,231	$2,273,155
7	ED	Consolidated Edison Inc	18,331	$2,074,702
8	XEL	Xcel Energy Inc	23,003	$1,827,358

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,051,238	61,488	+14.2%	Shares	Sole	2026-04-07
2025-12-31	$6,313,047	53,861	+29.3%	Shares	Sole	2026-01-23
2025-09-30	$5,153,197	41,642	+37.7%	Shares	Sole	2025-10-14
2025-06-30	$3,567,494	30,233	+60.8%	Shares	Sole	2025-07-11
2025-03-31	$2,292,792	18,798	+48.3%	Shares	Sole	2025-04-14
2024-12-31	$1,365,927	12,678	+1.1%	Shares	Sole	2025-02-10
2024-09-30	$1,445,631	12,538	+56.0%	Shares	Sole	2024-10-29
2024-06-30	$805,648	8,038	+54.5%	Shares	Sole	2024-07-31
2024-03-31	$503,182	5,203	+8.1%	Shares	Sole	2024-05-14
2023-12-31	$467,150	4,814	+103.9%	Shares	Sole	2024-02-15
2023-09-30	$208,381	2,361	+56.4%	Shares	Sole	2023-11-14
2023-06-30	$135,507	1,510	+14.0%	Shares	Sole	2024-05-14
2023-03-31	$127,822	1,325	+6.9%	Shares	Sole	2024-05-14
2022-12-31	$127,707	1,240	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.