Independent Advisor Alliance / DUK
Independent Advisor Alliance’s Duke Energy Corp New Position
Does Independent Advisor Alliance own Duke Energy Corp New (DUK)? Yes — 118.3K shares worth $15M (+0.17% of its 13F portfolio) as of Q1 2026, down from 137.6K shares the prior filed quarter.
Position Value
$15M
Q1 2026
Shares
118.3K
% of Portfolio
+0.17%
Quarters Held
30
currently held
Position History DUK
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 118.3K | $15M | +0.17% |
| Q4 2025 | 137.6K | $16M | +0.39% |
| Q3 2025 | 136.7K | $17M | +0.44% |
| Q2 2025 | 135.3K | $16M | +0.46% |
| Q1 2025 | 135.1K | $16M | +0.54% |
| Q4 2024 | 133.9K | $14M | +0.19% |
| Q3 2024 | 117.8K | $14M | +0.49% |
| Q2 2024 | 116.8K | $12M | +0.40% |
| Q1 2024 | 122.7K | $12M | +0.43% |
| Q4 2023 | 120.1K | $12M | +0.42% |
| Q3 2023 | 121.4K | $11M | +0.48% |
| Q2 2023 | 118.8K | $11M | +0.47% |
| Q1 2023 | 118.7K | $11M | +0.55% |
| Q4 2022 | 121.8K | $12,546 | 0.00% |
| Q3 2022 | 122.5K | $11M | +0.66% |
| Q2 2022 | 160.4K | $17M | +0.96% |
| Q1 2022 | 146.7K | $16M | +0.79% |
| Q4 2021 | 165.0K | $17M | +0.85% |
| Q3 2021 | 154.0K | $15M | +0.84% |
| Q2 2021 | 151.1K | $15M | +0.82% |
| Q1 2021 | 150.9K | $15M | +0.86% |
| Q4 2020 | 146.9K | $13M | +0.91% |
| Q3 2020 | 122.8K | $11M | +0.83% |
| Q2 2020 | 120.4K | $10M | +1.03% |
| Q1 2020 | 116.2K | $9M | +1.37% |
| Q4 2019 | 140.7K | $13M | +0.56% |
| Q3 2019 | 140.2K | $13M | +1.63% |
| Q2 2019 | 148.5K | $11M | +1.59% |
| Q1 2019 | 147.3K | $13M | +1.86% |
| Q4 2018 | 111.2K | $10M | +1.70% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Independent Advisor Alliance’s full portfolio or all institutional holders of DUK.