MARIETTA INVESTMENT PARTNERS LLC

Position in DUK — Duke Energy CORP

CIK 1114702 MILWAUKEE, WI

Position in DUK

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$265,153

+$27,803 QoQ

Shares Held

2,025

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

MARIETTA INVESTMENT PARTNERS LLC holds $7,191,812 across 5 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	26,828	$2,567,707
2	LNT	Alliant Energy Corp	30,222	$2,305,636
3	D	Dominion Energy, Inc	18,884	$1,289,588
4	AEP	American Electric Power Co Inc	5,510	$753,823
5	EXC	Exelon Corp	5,900	$275,058

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$265,153	2,025	0.0%	Shares	Sole	2026-04-28
2025-12-31	$237,350	2,025	-41.2%	Shares	Sole	2026-02-10
2025-09-30	$426,071	3,443	-3.9%	Shares	Sole	2025-11-12
2025-06-30	$422,558	3,581	0.0%	Shares	Sole	2025-08-12
2025-03-31	$436,774	3,581	0.0%	Shares	Sole	2025-05-07
2024-12-31	$385,816	3,581	0.0%	Shares	Sole	2025-02-11
2024-09-30	$412,889	3,581	0.0%	Shares	Sole	2024-11-12
2024-06-30	$358,923	3,581	0.0%	Shares	Sole	2024-08-14
2024-03-31	$346,318	3,581	0.0%	Shares	Sole	2024-05-13
2023-12-31	$347,500	3,581	-45.6%	Shares	Sole	2024-02-13
2023-09-30	$580,839	6,581	0.0%	Shares	Sole	2023-11-14
2023-06-30	$590,578	6,581	0.0%	Shares	Sole	2023-08-14
2023-03-31	$634,869	6,581	-2.5%	Shares	Sole	2023-05-15
2022-12-31	$694,873	6,747	0.0%	Shares	Sole	2023-02-14
2022-09-30	$627,605	6,747	0.0%	Shares	Sole	2022-11-14
2022-06-30	$723,345	6,747	+42.9%	Shares	Sole	2022-08-10
2022-03-31	$527,258	4,722	0.0%	Shares	Sole	2022-05-13
2021-12-31	$495,337	4,722	0.0%	Shares	Sole	2022-02-14
2021-09-30	$460,819	4,722	0.0%	Shares	Sole	2021-11-09
2021-06-30	$466,155	4,722	0.0%	Shares	Sole	2021-08-13
2021-03-31	$455,814	4,722	0.0%	Shares	Sole	2021-05-14
2020-12-31	$432,346	4,722	0.0%	Shares	Sole	2021-02-16
2020-09-30	$418,180	4,722	0.0%	Shares	Sole	2020-11-13
2020-06-30	$377,240	4,722	0.0%	Shares	Sole	2020-08-14
2020-03-31	$381,915	4,722	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.