Position in DUK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$32,404
+$9,359 QoQ
Shares Held
256
+45.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#2,284
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, 2026BLUELINE ADVISORS LLC holds $294,708 across 10 Utilities - Regulated Electric names. DUK ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
546 | $74,698 | |
| 2 | D |
Dominion Energy, Inc
|
486 | $33,188 | |
| 3 | DUK |
Duke Energy CORP
This page
|
256 | $32,404 | |
| 4 | SO |
Southern Co
|
238 | $22,778 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
193 | $22,536 | |
| 6 | XEL |
Xcel Energy Inc
|
279 | $22,403 | |
| 7 | ED |
Consolidated Edison Inc
|
198 | $21,904 | |
| 8 | NEE |
Nextera Energy Inc
|
248 | $21,766 |
All Filings in DUK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,404 | 256 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $23,045 | 176 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $19,925 | 170 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||