INVESTMENT ADVISORY SERVICES INC /TX /ADV

Position in DUK — Duke Energy CORP

CIK 925953 THE WOODLANDS, TX

Position in DUK

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$603,660

-$26,030 QoQ

Shares Held

4,769

-0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,361

of 2,440 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

INVESTMENT ADVISORY SERVICES INC /TX /ADV holds $2,348,119 across 6 Utilities - Regulated Electric names. DUK ranks #1 (25.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	4,769	$603,660
2	EXC	Exelon Corp	9,550	$445,221
3	AEP	American Electric Power Co Inc	2,873	$393,055
4	PNW	Pinnacle West Capital Corp	3,173	$339,511
5	PPL	PPL Corp	7,951	$289,018
6	SO	Southern Co	2,901	$277,654

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$603,660	4,769	-0.8%	Shares	Sole	2026-07-14
2026-03-31	$629,690	4,809	-0.3%	Shares	Sole	2026-04-17
2025-12-31	$565,303	4,823	-1.2%	Shares	Sole	2026-01-22
2025-09-30	$604,271	4,883	-12.6%	Shares	Sole	2025-10-22
2025-06-30	$659,502	5,589	0.0%	Shares	Sole	2025-07-17
2025-03-31	$681,690	5,589	-0.8%	Shares	Sole	2025-04-24
2024-12-31	$607,007	5,634	0.0%	Shares	Sole	2025-01-28
2024-09-30	$649,600	5,634	0.0%	Shares	Sole	2024-10-15
2024-06-30	$564,695	5,634	-6.5%	Shares	Sole	2024-07-17
2024-03-31	$582,677	6,025	-0.9%	Shares	Sole	2024-04-25
2023-12-31	$589,906	6,079	-8.4%	Shares	Sole	2024-01-11
2023-09-30	$586,046	6,640	-6.2%	Shares	Sole	2023-10-19
2023-06-30	$635,179	7,078	+4.7%	Shares	Sole	2023-08-14
2023-03-31	$652,137	6,760	0.0%	Shares	Sole	2023-04-24
2022-12-31	$696,212	6,760	-2.1%	Shares	Sole	2023-02-15
2022-09-30	$642,117	6,903	-11.5%	Shares	Sole	2022-10-27
2022-06-30	$836,238	7,800	+0.6%	Shares	Sole	2022-08-15
2022-03-31	$866,034	7,756	-0.6%	Shares	Sole	2022-05-04
2021-12-31	$818,639	7,804	+1.1%	Shares	Sole	2022-02-02
2021-09-30	$753,297	7,719	+0.9%	Shares	Sole	2021-10-27
2021-06-30	$755,208	7,650	-5.2%	Shares	Sole	2021-08-16
2020-12-31	$738,706	8,068	+0.6%	Shares	Sole	2021-03-10
2020-09-30	$710,516	8,023	+2.6%	Shares	Sole	2021-03-10
2020-06-30	$624,500	7,817	—	Shares	Sole	2021-03-10
No filing history on record for this holder in this stock.