HOLDERNESS INVESTMENTS CO

Position in DUK — Duke Energy CORP

CIK 1184820 GREENSBORO, NC

Position in DUK

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$5,261,424

+$29,062 QoQ

Shares Held

41,566

+4.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

#498

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

HOLDERNESS INVESTMENTS CO holds $13,015,780 across 8 Utilities - Regulated Electric names. DUK ranks #1 (40.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	41,566	$5,261,424
2	SO	Southern Co	28,072	$2,686,771
3	FE	Firstenergy Corp	38,641	$1,836,993
4	NEE	Nextera Energy Inc	10,689	$938,173
5	D	Dominion Energy, Inc	12,556	$857,449
6	ES	Eversource Energy	9,335	$674,640
7	AEP	American Electric Power Co Inc	3,071	$420,143
8	ED	Consolidated Edison Inc	3,075	$340,187

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,261,424	41,566	+4.0%	Shares	Sole	2026-08-12
2026-03-31	$5,232,362	39,960	+1.2%	Shares	Sole	2026-05-12
2025-12-31	$4,630,381	39,505	-0.4%	Shares	Sole	2026-02-10
2025-09-30	$4,910,152	39,678	-2.6%	Shares	Sole	2025-11-12
2025-06-30	$4,807,320	40,740	-1.0%	Shares	Sole	2025-08-12
2025-03-31	$5,019,065	41,150	+0.8%	Shares	Sole	2025-05-13
2024-12-31	$4,396,977	40,811	+0.1%	Shares	Sole	2025-02-11
2024-09-30	$4,701,934	40,780	-0.0%	Shares	Sole	2024-11-12
2024-06-30	$4,088,381	40,790	-0.9%	Shares	Sole	2024-08-13
2024-03-31	$3,981,067	41,165	-0.1%	Shares	Sole	2024-05-13
2023-12-31	$3,998,921	41,209	+4.0%	Shares	Sole	2024-02-13
2023-09-30	$3,496,949	39,621	-2.7%	Shares	Sole	2023-11-15
2023-06-30	$3,655,648	40,736	-0.2%	Shares	Sole	2023-08-15
2023-03-31	$3,939,352	40,835	-1.7%	Shares	Sole	2023-05-12
2022-12-31	$4,277,277	41,531	-1.0%	Shares	Sole	2023-02-13
2022-09-30	$3,903,770	41,967	-0.5%	Shares	Sole	2022-11-14
2022-06-30	$4,523,189	42,190	-0.9%	Shares	Sole	2022-08-15
2022-03-31	$4,755,711	42,591	+0.2%	Shares	Sole	2022-05-12
2021-12-31	$4,458,250	42,500	-0.4%	Shares	Sole	2022-02-09
2021-09-30	$4,165,531	42,684	-2.1%	Shares	Sole	2021-11-12
2021-06-30	$4,303,599	43,594	+0.0%	Shares	Sole	2021-08-09
2021-03-31	$4,206,873	43,581	+2.2%	Shares	Sole	2021-05-11
2020-12-31	$3,906,132	42,662	-2.3%	Shares	Sole	2021-02-05
2020-09-30	$3,868,832	43,686	-0.2%	Shares	Sole	2020-11-09
2020-06-30	$3,495,507	43,754	+6.3%	Shares	Sole	2020-08-13
2020-03-31	$3,328,939	41,159	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.