PATTEN & PATTEN INC/TN

Position in DUK — Duke Energy CORP

CIK 1044905 CHATTANOOGA, TN

Position in DUK

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$7,500,877

-$322,526 QoQ

Shares Held

59,258

-0.8% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#385

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

PATTEN & PATTEN INC/TN holds $24,861,031 across 5 Utilities - Regulated Electric names. DUK ranks #2 (30.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	138,243	$12,133,588
2	DUK	Duke Energy CORP This page	59,258	$7,500,877
3	D	Dominion Energy, Inc	41,149	$2,810,065
4	SO	Southern Co	22,801	$2,182,283
5	EXC	Exelon Corp	5,024	$234,218

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,500,877	59,258	-0.8%	Shares	Sole	2026-08-05
2026-03-31	$7,823,403	59,748	+2.7%	Shares	Sole	2026-05-01
2025-12-31	$6,820,567	58,191	-6.2%	Shares	Sole	2026-02-03
2025-09-30	$7,674,232	62,014	-1.4%	Shares	Sole	2025-10-31
2025-06-30	$7,421,610	62,895	-0.3%	Shares	Sole	2025-07-28
2025-03-31	$7,697,770	63,112	-0.8%	Shares	Sole	2025-05-07
2024-12-31	$6,852,910	63,606	-1.9%	Shares	Sole	2025-02-10
2024-09-30	$7,475,475	64,835	-1.7%	Shares	Sole	2024-11-04
2024-06-30	$6,610,870	65,957	-2.2%	Shares	Sole	2024-08-13
2024-03-31	$6,521,252	67,431	-4.4%	Shares	Sole	2024-05-10
2023-12-31	$6,842,775	70,515	-9.5%	Shares	Sole	2024-01-23
2023-09-30	$6,873,600	77,879	-8.4%	Shares	Sole	2023-10-27
2023-06-30	$7,629,964	85,023	+3.9%	Shares	Sole	2023-07-14
2023-03-31	$7,894,718	81,836	-0.6%	Shares	Sole	2023-04-25
2022-12-31	$8,476,694	82,306	+5.8%	Shares	Sole	2023-02-01
2022-09-30	$7,239,002	77,822	-1.2%	Shares	Sole	2022-10-19
2022-06-30	$8,443,537	78,757	+0.2%	Shares	Sole	2022-08-02
2022-03-31	$8,778,039	78,614	-0.2%	Shares	Sole	2022-04-25
2021-12-31	$8,266,644	78,805	+0.4%	Shares	Sole	2022-01-26
2021-09-30	$7,660,424	78,496	-0.2%	Shares	Sole	2021-10-22
2021-06-30	$7,762,057	78,627	+0.3%	Shares	Sole	2021-07-13
2021-03-31	$7,566,504	78,385	+0.6%	Shares	Sole	2021-04-23
2020-12-31	$7,133,164	77,907	+2.7%	Shares	Sole	2021-01-19
2020-09-30	$6,716,213	75,838	-1.2%	Shares	Sole	2020-10-08
2020-06-30	$6,132,196	76,758	+9.9%	Shares	Sole	2020-07-21
2020-03-31	$5,648,335	69,836	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.