ASHTON THOMAS SECURITIES, LLC
Broker-DealerPosition in DUK — Duke Energy CORP
CIK 771572
ROCHESTER, NY
Position in DUK
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$670,241
+$48,407 QoQ
Shares Held
5,295
+11.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,309
of 2,440 holders
Holding Since
Jun 2024
8 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, 2026ASHTON THOMAS SECURITIES, LLC holds $4,388,771 across 6 Utilities - Regulated Electric names. DUK ranks #4 (15.3% of the industry book) .
All Filings in DUK
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $670,241 | 5,295 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $621,834 | 4,749 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $660,126 | 5,632 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $706,488 | 5,709 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $696,790 | 5,905 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $730,844 | 5,992 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $519,426 | 4,505 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $364,837 | 3,640 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||