Investor's Fiduciary Advisor Network, LLC
Position in DUK — Duke Energy CORP
CIK 2044901
SNOQUALMIE, WA
Position in DUK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$310,500
-$29,289 QoQ
Shares Held
2,453
-5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,808
of 2,446 holders
Holding Since
Dec 2024
7 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, 2026Investor's Fiduciary Advisor Network, LLC holds $2,441,371 across 5 Utilities - Regulated Electric names. DUK ranks #2 (12.7% of the industry book) .
All Filings in DUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,500 | 2,453 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $339,789 | 2,595 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $335,337 | 2,861 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $353,677 | 2,858 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $337,244 | 2,858 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $281,384 | 2,307 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $309,644 | 2,874 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||