WOODMONT INVESTMENT COUNSEL LLC

Position in DUK — Duke Energy CORP

CIK 1133653 NASHVILLE, TN

Position in DUK

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$20,261,913

-$448,473 QoQ

Shares Held

160,072

+1.2% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

2.79%

of 13F equity value

Holder Rank

#241

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Utilities · as of Jun 30, 2026

WOODMONT INVESTMENT COUNSEL LLC holds $24,992,884 across 4 Utilities - Regulated Electric names. DUK ranks #1 (81.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	160,072	$20,261,913
2	SO	Southern Co	33,049	$3,163,119
3	NEE	Nextera Energy Inc	9,590	$841,714
4	PEG	Public Service Enterprise Group Inc	8,947	$726,138

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,261,913	160,072	+1.2%	Shares	Sole	2026-07-27
2026-03-31	$20,710,386	158,167	+1.8%	Shares	Sole	2026-05-05
2025-12-31	$18,217,950	155,430	+1.5%	Shares	Sole	2026-01-21
2025-09-30	$18,944,021	153,083	-11.2%	Shares	Sole	2025-11-04
2025-06-30	$20,342,964	172,398	-0.2%	Shares	Sole	2025-07-22
2025-03-31	$21,068,244	172,733	+3.3%	Shares	Sole	2025-04-22
2024-12-31	$18,007,663	167,140	-0.5%	Shares	Sole	2025-02-11
2024-09-30	$19,371,322	168,008	+1.1%	Shares	Sole	2024-10-31
2024-06-30	$16,660,531	166,223	+3.2%	Shares	Sole	2024-07-18
2024-03-31	$15,579,884	161,099	+3.4%	Shares	Sole	2024-04-18
2023-12-31	$15,122,325	155,836	+0.9%	Shares	Sole	2024-01-19
2023-09-30	$13,637,493	154,515	+2.8%	Shares	Sole	2023-10-24
2023-06-30	$13,486,934	150,289	+15.9%	Shares	Sole	2023-08-02
2023-03-31	$12,506,660	129,643	-3.1%	Shares	Sole	2023-05-09
2022-12-31	$13,774,809	133,749	+0.0%	Shares	Sole	2023-01-31
2022-09-30	$12,439,285	133,727	+3.4%	Shares	Sole	2022-11-08
2022-06-30	$13,865,147	129,327	+0.5%	Shares	Sole	2022-08-09
2022-03-31	$14,371,758	128,710	-0.3%	Shares	Sole	2022-05-12
2021-12-31	$13,542,799	129,102	+3.5%	Shares	Sole	2022-02-02
2021-09-30	$12,170,839	124,714	+7.1%	Shares	Sole	2021-11-12
2021-06-30	$11,491,600	116,406	-0.6%	Shares	Sole	2021-08-16
2021-03-31	$11,305,110	117,115	+2.5%	Shares	Sole	2021-05-17
2020-12-31	$10,459,539	114,237	+0.6%	Shares	Sole	2021-02-16
2020-09-30	$10,055,722	113,547	+4.1%	Shares	Sole	2020-11-16
2020-06-30	$8,713,602	109,070	+31.5%	Shares	Sole	2020-08-14
2020-03-31	$6,709,319	82,954	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.