Approach Retirement Advisors, LLC
PensionPosition in DUK — Duke Energy CORP
CIK 2106948
Vestavia, AL
Position in DUK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$426,448
+$10,190 QoQ
Shares Held
3,369
+6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
#1,588
of 2,446 holders
Holding Since
Dec 2025
3 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, 2026Approach Retirement Advisors, LLC holds $1,007,120 across 2 Utilities - Regulated Electric names. DUK ranks #2 (42.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
6,067 | $580,672 | |
| 2 | DUK |
Duke Energy CORP
This page
|
3,369 | $426,448 |
All Filings in DUK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $426,448 | 3,369 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $416,258 | 3,179 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $348,816 | 2,976 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||