Position in DUK
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,600,983
+$17,002 QoQ
Shares Held
12,648
+4.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#899
of 2,446 holders
Holding Since
Mar 2020
26 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, 2026DOLIVER ADVISORS, LP holds $2,478,042 across 3 Utilities - Regulated Electric names. DUK ranks #1 (64.6% of the industry book) .
All Filings in DUK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,600,983 | 12,648 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,583,981 | 12,097 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,457,271 | 12,433 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $974,778 | 7,877 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $917,804 | 7,778 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $1,138,711 | 9,336 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,048,956 | 9,736 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $958,488 | 8,313 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $814,669 | 8,128 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $579,969 | 5,997 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $589,518 | 6,075 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $568,394 | 6,440 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $559,528 | 6,235 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $551,808 | 5,720 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $682,308 | 6,625 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $231,154 | 2,485 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $296,435 | 2,765 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $545,012 | 4,881 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $491,666 | 4,687 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $491,951 | 5,041 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $400,408 | 4,056 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $537,382 | 5,567 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $406,068 | 4,435 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $398,077 | 4,495 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $295,992 | 3,705 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $258,411 | 3,195 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||