CAPITAL ADVISORS INC/OK

Position in DUK — Duke Energy CORP

CIK 860828 TULSA, OK

Position in DUK

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$819,422

+$19,933 QoQ

Shares Held

6,258

-8.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 1.5979546180888462.ToString("F0")% Shared 0.ToString("F0")% None 98.40204538191115.ToString("F0")%

Utilities · as of Mar 31, 2026

CAPITAL ADVISORS INC/OK holds $104,495,648 across 7 Utilities - Regulated Electric names. DUK ranks #4 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	1,039,289	$100,312,174
2	AEP	American Electric Power Co Inc	8,558	$1,121,782
3	NEE	Nextera Energy Inc	9,328	$866,384
4	DUK	Duke Energy CORP This page	6,258	$819,422
5	WEC	Wec Energy Group, Inc.	5,156	$596,910
6	OGE	Oge Energy Corp.	10,978	$526,504
7	ETR	Entergy Corp /De/	2,247	$252,472

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$819,422	6,258	-8.3%	Shares	Sole	2026-04-27
2025-12-31	$799,489	6,821	-2.9%	Shares	Sole	2026-01-15
2025-09-30	$869,096	7,023	+0.1%	Shares	Sole	2025-10-21
2025-06-30	$828,242	7,019	-10.0%	Shares	Sole	2025-07-22
2025-03-31	$950,756	7,795	-3.5%	Shares	Sole	2025-04-29
2024-12-31	$869,892	8,074	-4.9%	Shares	Sole	2025-01-29
2024-09-30	$979,127	8,492	-8.8%	Shares	Sole	2024-10-28
2024-06-30	$933,141	9,310	+15.0%	Shares	Sole	2024-07-31
2024-03-31	$782,770	8,094	+0.6%	Shares	Sole	2024-04-29
2023-12-31	$780,686	8,045	-1.7%	Shares	Sole	2024-01-29
2023-09-30	$722,319	8,184	+3.6%	Shares	Sole	2023-10-24
2023-06-30	$708,587	7,896	+1.8%	Shares	Sole	2023-07-18
2023-03-31	$748,028	7,754	-6.3%	Shares	Sole	2023-04-19
2022-12-31	$852,551	8,278	+19.3%	Shares	Sole	2023-01-17
2022-09-30	$645,558	6,940	+2.1%	Shares	Sole	2022-10-17
2022-06-30	$728,813	6,798	+2.1%	Shares	Sole	2022-07-15
2022-03-31	$743,767	6,661	+6.3%	Shares	Sole	2022-05-05
2021-12-31	$657,513	6,268	+4.7%	Shares	Sole	2022-01-27
2021-09-30	$584,368	5,988	-6.8%	Shares	Sole	2021-10-25
2021-06-30	$634,078	6,423	+4.7%	Shares	Sole	2021-08-02
2021-03-31	$592,018	6,133	-8.0%	Shares	Sole	2021-05-25
2020-12-31	$610,613	6,669	-0.1%	Shares	Sole	2021-02-08
2020-09-30	$591,226	6,676	+20.9%	Shares	Sole	2020-11-02
2020-06-30	$441,072	5,521	-6.1%	Shares	Sole	2020-09-02
2020-03-31	$475,655	5,881	—	Shares	Sole	2020-05-21
No filing history on record for this holder in this stock.