Position in SO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$13,432,109
+$1,416,037 QoQ
Shares Held
139,164
+1.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Biondo Investment Advisors, LLC holds $11,782,192 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
93,081 | $11,782,192 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,432,109 | 139,164 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $12,016,072 | 137,799 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,146,304 | 138,718 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,718,363 | 138,499 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $12,584,828 | 136,866 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $10,978,030 | 133,358 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $11,916,836 | 132,145 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,212,866 | 131,660 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,169,735 | 127,819 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,863,097 | 126,399 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $8,214,456 | 126,923 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $8,480,158 | 120,714 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $8,297,623 | 119,253 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $8,445,803 | 118,272 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $8,125,116 | 119,487 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $8,428,200 | 118,191 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $8,266,502 | 114,005 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $7,478,306 | 109,045 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $6,442,525 | 103,962 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $6,186,663 | 102,242 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $6,052,705 | 97,373 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $5,763,424 | 93,821 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $5,078,570 | 93,666 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,621,597 | 89,134 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $4,868,485 | 89,924 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||