Carson Advisory Inc.’s Duke Energy Corp New Position
Does Carson Advisory Inc. own Duke Energy Corp New (DUK)? Yes — 30.8K shares worth $4M (+2.09% of its 13F portfolio) as of Q1 2026, down from 30.9K shares the prior filed quarter.
Position Value
$4M
Q1 2026
Shares
30.8K
% of Portfolio
+2.09%
Quarters Held
18
currently held
Position History DUK
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 30.8K | $4M | +2.09% |
| Q4 2025 | 30.9K | $4M | +1.88% |
| Q3 2025 | 31.4K | $4M | +2.10% |
| Q2 2025 | 31.4K | $4M | +2.36% |
| Q1 2025 | 31.4K | $4M | +2.58% |
| Q4 2024 | 31.6K | $3M | +2.37% |
| Q3 2024 | 32.1K | $4M | +2.32% |
| Q2 2024 | 32.0K | $3M | +2.25% |
| Q1 2024 | 31.9K | $3M | +2.17% |
| Q4 2023 | 31.8K | $3M | +2.40% |
| Q3 2023 | 25.6K | $2M | +1.98% |
| Q2 2023 | 19.9K | $2M | +1.51% |
| Q1 2023 | 20.0K | $2M | +1.71% |
| Q4 2022 | 21.1K | $2M | +2.09% |
| Q3 2022 | 17.2K | $2M | +1.77% |
| Q2 2022 | 17.3K | $2M | +2.08% |
| Q1 2022 | 17.3K | $2M | +1.92% |
| Q4 2021 | 17.9K | $2M | +1.90% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Carson Advisory Inc.’s full portfolio or all institutional holders of DUK.