MAI Capital Management

Position in DUK — Duke Energy CORP

CIK 1040197 INDEPENDENCE, OH

Position in DUK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$5,963,436

+$598,039 QoQ

Shares Held

47,112

+15.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#458

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Utilities · as of Jun 30, 2026

MAI Capital Management holds $87,656,003 across 28 Utilities - Regulated Electric names. DUK ranks #4 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	242,161	$23,177,228
2	NEE	Nextera Energy Inc	234,271	$20,561,965
3	AEP	American Electric Power Co Inc	65,868	$9,011,400
4	DUK	Duke Energy CORP This page	47,112	$5,963,436
5	PEG	Public Service Enterprise Group Inc	38,528	$3,126,931
6	D	Dominion Energy, Inc	45,400	$3,100,365
7	PCG	PG&E Corp	175,129	$2,945,669
8	ED	Consolidated Edison Inc	21,120	$2,336,505

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,963,436	47,112	+15.0%	Shares	Sole	2026-08-14
2026-03-31	$5,365,397	40,976	-0.2%	Shares	Sole	2026-05-15
2025-12-31	$4,810,298	41,040	+4.3%	Shares	Sole	2026-02-13
2025-09-30	$4,868,201	39,339	-4.5%	Shares	Sole	2025-11-10
2025-06-30	$4,860,774	41,193	+10.8%	Shares	Sole	2025-08-12
2025-03-31	$4,534,966	37,181	-0.3%	Shares	Sole	2025-05-15
2024-12-31	$4,017,840	37,292	+55.5%	Shares	Sole	2025-02-14
2024-09-30	$2,764,894	23,980	-21.1%	Shares	Sole	2024-11-07
2024-06-30	$3,046,490	30,395	-1.4%	Shares	Sole	2024-08-12
2024-03-31	$2,981,182	30,826	+43.2%	Shares	Sole	2024-05-08
2023-12-31	$2,089,659	21,534	+6.5%	Shares	Sole	2024-02-09
2023-09-30	$1,783,911	20,212	-2.1%	Shares	Sole	2023-11-14
2023-06-30	$1,852,772	20,646	-5.1%	Shares	Sole	2023-08-02
2023-03-31	$2,098,415	21,752	+3.1%	Shares	Sole	2023-05-10
2022-12-31	$2,173,191	21,101	+4.3%	Shares	Sole	2023-02-09
2022-09-30	$1,881,143	20,223	+32.3%	Shares	Sole	2022-11-15
2022-06-30	$1,639,348	15,291	+39.1%	Shares	Sole	2022-07-19
2022-03-31	$1,227,813	10,996	-13.0%	Shares	Sole	2022-05-10
2021-12-31	$1,326,355	12,644	+20.5%	Shares	Sole	2022-02-11
2021-09-30	$1,024,011	10,493	+10.6%	Shares	Sole	2021-11-12
2021-06-30	$936,260	9,484	-1.0%	Shares	Sole	2021-07-19
2021-03-31	$924,853	9,581	-25.1%	Shares	Sole	2021-05-10
2020-12-31	$1,171,601	12,796	+20.4%	Shares	Sole	2021-02-16
2020-09-30	$941,127	10,627	+72.3%	Shares	Sole	2020-10-26
2020-06-30	$492,601	6,166	+13.2%	Shares	Sole	2020-07-27
2020-03-31	$440,715	5,449	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.