Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,782,626
-$83,792 QoQ
Shares Held
14,083
-1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#857
of 2,440 holders
Holding Since
Dec 2023
11 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, 2026ROI Financial Advisors, LLC holds $1,782,626 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
|
14,083 | $1,782,626 |
All Filings in DUK
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,782,626 | 14,083 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,866,418 | 14,254 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,590,188 | 13,567 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,557,888 | 12,589 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,479,130 | 12,535 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,477,056 | 12,110 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,321,215 | 12,263 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,425,453 | 12,363 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,223,407 | 12,206 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,235,373 | 12,774 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,398,443 | 14,411 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||