Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$521,762
+$47,891 QoQ
Shares Held
4,122
+13.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,448
of 2,440 holders
Holding Since
Mar 2025
5 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, 2026Advyzon Investment Management, LLC holds $10,157,617 across 14 Utilities - Regulated Electric names. DUK ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
25,054 | $2,397,918 | |
| 2 | NEE |
Nextera Energy Inc
|
22,927 | $2,012,302 | |
| 3 | D |
Dominion Energy, Inc
|
18,850 | $1,287,265 | |
| 4 | AEP |
American Electric Power Co Inc
|
5,235 | $716,199 | |
| 5 | DUK |
Duke Energy CORP
This page
|
4,122 | $521,762 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
4,359 | $509,000 | |
| 7 | EIX |
Edison International
|
6,138 | $456,973 | |
| 8 | ETR |
Entergy Corp /De/
|
3,744 | $430,034 |
All Filings in DUK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,762 | 4,122 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $473,871 | 3,619 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $213,908 | 1,825 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $227,740 | 1,930 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $202,714 | 1,662 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||