Position in DUK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,810,726
+$1,427,465 QoQ
Shares Held
14,305
+388.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#851
of 2,446 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Diversify Advisory Services, LLC holds $20,542,510 across 15 Utilities - Regulated Electric names. DUK ranks #3 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
96,075 | $8,432,502 | |
| 2 | KEP |
Korea Electric Power Corp
|
156,660 | $1,895,586 | |
| 3 | DUK |
Duke Energy CORP
This page
|
14,305 | $1,810,726 | |
| 4 | AEP |
American Electric Power Co Inc
|
10,712 | $1,465,508 | |
| 5 | D |
Dominion Energy, Inc
|
21,346 | $1,457,718 | |
| 6 | SO |
Southern Co
|
14,219 | $1,360,900 | |
| 7 | PCG |
PG&E Corp
|
56,945 | $957,814 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
4,978 | $581,281 |
All Filings in DUK
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,810,726 | 14,305 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $383,261 | 2,927 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $633,520 | 5,405 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $630,011 | 5,091 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $621,388 | 5,266 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $443,482 | 3,636 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $403,163 | 3,742 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $355,008 | 3,079 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $276,233 | 2,756 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $361,115 | 3,734 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||