Position in DUK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,001,754
-$29,922 QoQ
Shares Held
7,914
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#1,105
of 2,446 holders
Holding Since
Dec 2025
3 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, 2026DB&C Advisors, LLC holds $1,674,116 across 2 Utilities - Regulated Electric names. DUK ranks #1 (59.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
7,914 | $1,001,754 | |
| 2 | SO |
Southern Co
|
7,025 | $672,362 |
All Filings in DUK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,001,754 | 7,914 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,031,676 | 7,879 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $919,629 | 7,846 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||