Position in DUK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$278,476
-$9,592 QoQ
Shares Held
2,200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,873
of 2,446 holders
Holding Since
Mar 2026
2 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, 2026Churchill Financial Advisors, LLC holds $3,030,712 across 2 Utilities - Regulated Electric names. DUK ranks #2 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
28,756 | $2,752,236 | |
| 2 | DUK |
Duke Energy CORP
This page
|
2,200 | $278,476 |
All Filings in DUK
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,476 | 2,200 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $288,068 | 2,200 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||