Position in DUK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,310,989
+$56,977 QoQ
Shares Held
10,357
+8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#999
of 2,440 holders
Holding Since
Mar 2024
10 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 Jun 30, 2026AA Financial Advisors, LLC holds $1,899,180 across 3 Utilities - Regulated Electric names. DUK ranks #1 (69.0% of the industry book) .
All Filings in DUK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,310,989 | 10,357 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,254,012 | 9,577 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $983,977 | 8,395 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,054,597 | 8,522 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $870,486 | 7,377 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $764,751 | 6,270 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $656,028 | 6,089 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $613,857 | 5,324 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $499,145 | 4,980 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $413,628 | 4,277 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||