Duke Energy (DUK)Advisors Capital Management, LLC added to its stake +13K shares

615K

Shares reported · +13K vs prior quarter

0.82%

Disclosed portfolio weight

$77.9M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 11, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Oct 17, 2025Federal contract · $3.1M obligatedDepartment of Justice awarded Duke Energy: $3.09M obligated to date
2. Mar 27, 2026CongressDisclosed sale of DUK — reported range $1,001 - $15,000
3. Apr 27, 2026Federal contract · $208K obligatedDepartment of Justice awarded Duke Energy: $208K obligated to date
4. Apr 27, 2026Federal contract · $245K obligatedDepartment of Justice awarded Duke Energy: $245K obligated to date
5. Apr 27, 2026Federal contract · $227K obligatedDepartment of Justice awarded Duke Energy: $227K obligated to date
6. Apr 30, 2026Federal contract · $536K obligatedDepartment of Health and Human Services awarded Duke Energy: $536K obligated to date
7. May 26, 2026Federal contract · $289K obligatedDepartment of Health and Human Services awarded Duke Energy: $289K obligated to date
8. Jun 8, 2026CongressDisclosed sale of DUK — reported range $15,001 - $50,000
9. Jul 10, 2026CongressDisclosed purchase of DUK — reported range $1,001 - $15,000
10. Aug 4, 2026Company filing · Form 8-K · ResultsReported its results

What came next

1. Sep 14, 2026Federal contract · $540K obligatedU.S. Agency for Global Media awarded Duke Energy: $540K obligated to date
2. Sep 24, 2026Company filing · Form 8-K · Executive change, Other newsChanged a top executive or board member, and reported other company news“On September 24, 2026, the Board of Directors (the “Board”) of Duke Energy Corporation (the “Corporation”) appointed Joyce Mullen to the Board, effective September 28, 2026, with an initial term expiring at the 2027 Annual Meeting of Shareholders.”

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Duke Energy

For Duke Energy, OQRO holds 3 Congress trade reports, 27 fund holdings reports (13F) and 5 federal contract awards dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its DUK page.

How this filing works

• SEC Form 13F

Other disclosures at Duke Energy

• USAspending.gov award recordSep 28, 2026
• USAspending.gov award recordSep 17, 2026
• USAspending.gov award recordSep 3, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026

Everything OQRO holds on this company is on its DUK page.