Position in DUK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$212,122
+$7,474 QoQ
Shares Held
1,620
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Alternative Investment Advisors, LLC. holds $522,914 across 2 Utilities - Regulated Electric names. DUK ranks #2 (40.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
2,746 | $310,792 | |
| 2 | DUK |
Duke Energy CORP
This page
|
1,620 | $212,122 |
All Filings in DUK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,122 | 1,620 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $204,648 | 1,746 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $288,213 | 2,329 | Shares | Sole | 2025-12-17 | |
| 2025-06-30 | $282,846 | 2,397 | Shares | Sole | 2025-09-08 | |
| 2025-03-31 | $270,773 | 2,220 | Shares | Sole | 2025-09-08 | |
| 2024-12-31 | $238,428 | 2,213 | Shares | Sole | 2025-09-08 | |
| 2024-09-30 | $252,507 | 2,190 | Shares | Sole | 2024-12-11 | |
| 2024-06-30 | $200,660 | 2,002 | Shares | Sole | 2024-09-26 | |
| 2023-12-31 | $216,011 | 2,226 | Shares | Sole | 2024-12-11 | |
| No filing history on record for this holder in this stock. | ||||||