GREENWOOD CAPITAL ASSOCIATES LLC

Position in DUK — Duke Energy CORP

CIK 1161822 GREENWOOD, SC

Position in DUK

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,603,750

-$272,347 QoQ

Shares Held

20,570

-6.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#717

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

GREENWOOD CAPITAL ASSOCIATES LLC holds $16,330,166 across 5 Utilities - Regulated Electric names. DUK ranks #2 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	103,611	$9,093,937
2	DUK	Duke Energy CORP This page	20,570	$2,603,750
3	WEC	Wec Energy Group, Inc.	16,843	$1,966,757
4	EVRG	Evergy, Inc.	18,030	$1,558,332
5	D	Dominion Energy, Inc	16,216	$1,107,390

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,603,750	20,570	-6.4%	Shares	Sole	2026-07-28
2026-03-31	$2,876,097	21,965	-21.0%	Shares	Sole	2026-04-29
2025-12-31	$3,257,969	27,796	+7.8%	Shares	Sole	2026-01-26
2025-09-30	$3,190,646	25,783	+0.8%	Shares	Sole	2025-10-16
2025-06-30	$3,019,384	25,588	-20.0%	Shares	Sole	2025-07-21
2025-03-31	$3,902,918	31,999	+2.9%	Shares	Sole	2025-04-15
2024-12-31	$3,349,313	31,087	+5.0%	Shares	Sole	2025-01-27
2024-09-30	$3,413,687	29,607	+0.1%	Shares	Sole	2024-10-30
2024-06-30	$2,965,204	29,584	-0.5%	Shares	Sole	2024-08-08
2024-03-31	$2,874,801	29,726	-1.0%	Shares	Sole	2024-05-01
2023-12-31	$2,914,693	30,036	-0.9%	Shares	Sole	2024-03-05
2023-09-30	$2,676,396	30,324	+5.4%	Shares	Sole	2023-10-18
2023-06-30	$2,582,268	28,775	-0.4%	Shares	Sole	2023-08-07
2023-03-31	$2,785,957	28,879	+7.9%	Shares	Sole	2023-05-12
2022-12-31	$2,757,453	26,774	+13.8%	Shares	Other	2023-01-26
2022-09-30	$2,187,830	23,520	+1.5%	Shares	Other	2022-11-10
2022-06-30	$2,484,591	23,175	+2289.2%	Shares	Other	2022-08-10
2022-03-31	$108,310	970	-94.3%	Shares	Other	2022-05-10
2021-12-31	$1,782,775	16,995	+16.6%	Shares	Other	2022-02-03
2021-09-30	$1,422,081	14,572	+12.0%	Shares	Other	2021-10-27
2021-06-30	$1,284,248	13,009	+19.8%	Shares	Other	2021-08-16
2021-03-31	$1,048,411	10,861	+40.6%	Shares	Other	2021-05-14
2020-12-31	$707,392	7,726	+84.8%	Shares	Other	2021-02-09
2020-09-30	$370,269	4,181	+37.1%	Shares	Other	2020-11-12
2020-06-30	$243,584	3,049	-1.0%	Shares	Other	2020-08-12
2020-03-31	$249,110	3,080	—	Shares	Other	2020-05-12
No filing history on record for this holder in this stock.