CLIFFORD SWAN INVESTMENT COUNSEL LLC

Position in DUK — Duke Energy CORP

CIK 1034642 PASADENA, CA

Position in DUK

as of Jun 30, 2026 · filed Aug 20, 2026 Compact

Position Value

$414,422

-$14,799 QoQ

Shares Held

3,274

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,609

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 18% Shared 0% None 82%

Utilities · as of Jun 30, 2026

CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $9,493,814 across 12 Utilities - Regulated Electric names. DUK ranks #5 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	34,673	$3,043,249
2	ED	Consolidated Edison Inc	19,350	$2,140,690
3	SO	Southern Co	9,973	$954,515
4	WEC	Wec Energy Group, Inc.	7,554	$882,080
5	DUK	Duke Energy CORP This page	3,274	$414,422
6	AEP	American Electric Power Co Inc	2,900	$396,749
7	EIX	Edison International	4,890	$364,060
8	AEE	Ameren Corp	2,750	$310,860

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$414,422	3,274	-0.1%	Shares	Sole	2026-08-20
2026-03-31	$429,221	3,278	-39.5%	Shares	Sole	2026-05-06
2025-12-31	$635,043	5,418	-1.5%	Shares	Sole	2026-02-11
2025-09-30	$680,748	5,501	-0.1%	Shares	Sole	2025-11-12
2025-06-30	$649,472	5,504	-5.7%	Shares	Sole	2025-07-30
2025-03-31	$711,572	5,834	-2.6%	Shares	Sole	2025-05-06
2024-12-31	$645,470	5,991	0.0%	Shares	Sole	2025-02-05
2024-09-30	$690,762	5,991	+1.7%	Shares	Sole	2024-11-14
2024-06-30	$590,354	5,890	0.0%	Shares	Sole	2024-08-07
2024-03-31	$569,621	5,890	-0.8%	Shares	Sole	2024-04-17
2023-12-31	$576,417	5,940	-0.2%	Shares	Sole	2024-02-06
2023-09-30	$525,058	5,949	+0.2%	Shares	Sole	2023-11-13
2023-06-30	$533,055	5,940	-5.3%	Shares	Sole	2023-08-04
2023-03-31	$604,963	6,271	-0.1%	Shares	Sole	2023-05-05
2022-12-31	$646,777	6,280	-24.1%	Shares	Sole	2023-02-03
2022-09-30	$769,182	8,269	-2.4%	Shares	Sole	2022-11-07
2022-06-30	$907,961	8,469	+2.8%	Shares	Sole	2022-08-04
2022-03-31	$919,855	8,238	-1.2%	Shares	Sole	2022-05-03
2021-12-31	$874,656	8,338	+1.0%	Shares	Sole	2022-02-11
2021-09-30	$805,507	8,254	0.0%	Shares	Sole	2021-11-02
2021-06-30	$814,834	8,254	0.0%	Shares	Sole	2021-08-05
2021-03-31	$796,758	8,254	0.0%	Shares	Sole	2021-05-07
2020-12-31	$755,736	8,254	+1.1%	Shares	Sole	2021-02-11
2020-09-30	$722,826	8,162	0.0%	Shares	Sole	2020-10-30
2020-06-30	$652,062	8,162	-0.9%	Shares	Sole	2020-08-06
2020-03-31	$666,208	8,237	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.