ADVISORTRUST PARTNERS, LLC

Position in DUK — Duke Energy CORP

CIK 2115523 RALEIGH, NC

Position in DUK

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,518,706

+$76,664 QoQ

Shares Held

11,998

+8.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#931

of 2,440 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ADVISORTRUST PARTNERS, LLC holds $3,212,209 across 4 Utilities - Regulated Electric names. DUK ranks #1 (47.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	11,998	$1,518,706
2	D	Dominion Energy, Inc	17,786	$1,214,605
3	SO	Southern Co	2,601	$248,941
4	NEE	Nextera Energy Inc	2,620	$229,957

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,518,706	11,998	+8.9%	Shares	Sole	2026-08-10
2026-03-31	$1,442,042	11,013	+18.4%	Shares	Sole	2026-05-06
2025-12-31	$1,090,170	9,301	—	Shares	Sole	2026-03-10
No filing history on record for this holder in this stock.