Position in DUK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$433,916
+$3,779 QoQ
Shares Held
3,428
+4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,574
of 2,446 holders
Holding Since
Sep 2024
8 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, 2026United Advisor Group, LLC holds $2,951,498 across 4 Utilities - Regulated Electric names. DUK ranks #4 (14.7% of the industry book) .
All Filings in DUK
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,916 | 3,428 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $430,137 | 3,285 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $349,520 | 2,982 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $347,118 | 2,805 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $272,108 | 2,306 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $253,697 | 2,080 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $341,643 | 3,171 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $294,015 | 2,550 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||