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Equibles

MSH Capital Advisors LLC

Position in DUK — Duke Energy CORP

CIK 2056306 SCOTTSDALE, AZ
Back to DUK Full portfolio

Position in DUK

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$1,805,537
-$59,179 QoQ
Shares Held
14,264
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#851
of 2,440 holders
Holding Since
Dec 2021
19 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, 2026

MSH Capital Advisors LLC holds $6,882,277 across 5 Utilities - Regulated Electric names. DUK ranks #2 (26.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SO
Southern Co
 21,669 $2,073,939
2 DUK
Duke Energy CORP
This page 		14,264 $1,805,537
3 WEC
Wec Energy Group, Inc.
 13,292 $1,552,106
4 NEE
Nextera Energy Inc
 13,266 $1,164,356
5 D
Dominion Energy, Inc
 4,193 $286,339

All Filings in DUK

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,805,537 14,264
2026-03-31 $1,864,716 14,241
2025-12-31 $1,655,122 14,121
2025-09-30 $1,718,021 13,883
2025-06-30 $1,637,840 13,880
2025-03-31 $1,688,796 13,846
2024-12-31 $1,296,866 12,037
2024-09-30 $1,192,547 10,343
2024-06-30 $1,036,378 10,340
2024-03-31 $983,153 10,166
2023-12-31 $1,016,396 10,474
2023-09-30 $959,650 10,873
2023-06-30 $996,293 11,102
2023-03-31 $1,060,205 10,990
2022-12-31 $1,143,394 11,102
2022-09-30 $1,007,313 10,829
2022-06-30 $1,154,651 10,770
2022-03-31 $1,130,445 10,124
2021-12-31 $998,752 9,521

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