Position in DUK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$347,462
+$341 QoQ
Shares Held
2,745
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,715
of 2,446 holders
Holding Since
Dec 2024
7 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, 2026IFC Advisors LLC holds $894,339 across 3 Utilities - Regulated Electric names. DUK ranks #1 (38.9% 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 | $347,462 | 2,745 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $347,121 | 2,651 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $318,459 | 2,717 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $351,326 | 2,839 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $452,412 | 3,834 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $467,145 | 3,830 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $427,081 | 3,964 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||