SMITH CHAS P & ASSOCIATES PA CPAS

Position in DUK — Duke Energy CORP

CIK 1082509 LAKELAND, FL

Position in DUK

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$617,905

+$39,591 QoQ

Shares Held

4,719

-4.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

SMITH CHAS P & ASSOCIATES PA CPAS holds $7,259,785 across 4 Utilities - Regulated Electric names. DUK ranks #3 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	42,970	$3,991,053
2	SO	Southern Co	24,294	$2,344,856
3	DUK	Duke Energy CORP This page	4,719	$617,905
4	EVRG	Evergy, Inc.	3,735	$305,971

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$617,905	4,719	-4.4%	Shares	Sole	2026-05-12
2025-12-31	$578,314	4,934	-14.4%	Shares	Sole	2026-02-09
2025-06-30	$679,916	5,762	-2.3%	Shares	Sole	2025-07-17
2025-03-31	$719,501	5,899	+0.2%	Shares	Sole	2025-05-08
2024-12-31	$634,588	5,890	+0.0%	Shares	Sole	2025-01-21
2024-09-30	$679,001	5,889	+10.4%	Shares	Sole	2024-10-11
2024-06-30	$534,426	5,332	+0.2%	Shares	Sole	2024-07-29
2024-03-31	$514,690	5,322	+3.3%	Shares	Sole	2024-04-25
2023-12-31	$499,756	5,150	-22.8%	Shares	Sole	2024-02-01
2023-09-30	$588,517	6,668	+1.1%	Shares	Sole	2023-11-02
2023-06-30	$591,835	6,595	+2.4%	Shares	Sole	2023-07-31
2023-03-31	$621,459	6,442	+0.4%	Shares	Sole	2023-04-27
2022-12-31	$660,680	6,415	-16.0%	Shares	Sole	2023-01-12
2022-09-30	$710,207	7,635	+8.0%	Shares	Sole	2022-11-22
2022-06-30	$757,867	7,069	-6.9%	Shares	Sole	2022-07-15
2022-03-31	$847,611	7,591	-1.9%	Shares	Sole	2022-05-12
2021-12-31	$812,030	7,741	-0.9%	Shares	Sole	2022-02-07
2021-09-30	$761,982	7,808	-0.3%	Shares	Sole	2021-10-12
2021-06-30	$772,780	7,828	+4.6%	Shares	Sole	2021-07-23
2021-03-31	$722,430	7,484	-3.8%	Shares	Sole	2021-05-11
2020-12-31	$712,611	7,783	+4.8%	Shares	Sole	2021-02-10
2020-09-30	$657,735	7,427	-4.2%	Shares	Sole	2020-11-10
2020-06-30	$619,147	7,750	-16.5%	Shares	Sole	2020-08-13
2020-03-31	$750,970	9,285	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.