Willis Investment Counsel

Position in DUK — Duke Energy CORP

CIK 1310929 GAINESVILLE, GA

Position in DUK

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$20,270,141

-$717,184 QoQ

Shares Held

160,137

-0.1% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

#240

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

Willis Investment Counsel holds $48,473,391 across 3 Utilities - Regulated Electric names. DUK ranks #2 (41.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	203,038	$27,777,628
2	DUK	Duke Energy CORP This page	160,137	$20,270,141
3	SO	Southern Co	4,447	$425,622

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,270,141	160,137	-0.1%	Shares	Sole	2026-08-03
2026-03-31	$20,987,325	160,282	0.0%	Shares	Sole	2026-05-05
2025-12-31	$18,786,653	160,282	0.0%	Shares	Sole	2026-01-22
2025-09-30	$19,834,897	160,282	+6.9%	Shares	Sole	2025-11-05
2025-06-30	$17,697,876	149,982	+13.4%	Shares	Sole	2025-08-12
2025-03-31	$16,128,337	132,232	+18.7%	Shares	Sole	2025-04-16
2024-12-31	$12,005,468	111,430	+0.0%	Shares	Sole	2025-01-24
2024-09-30	$12,845,227	111,407	+0.1%	Shares	Sole	2024-10-11
2024-06-30	$11,151,589	111,260	0.0%	Shares	Sole	2024-07-24
2024-03-31	$10,759,954	111,260	0.0%	Shares	Sole	2024-04-24
2023-12-31	$10,796,670	111,260	-0.2%	Shares	Sole	2024-01-11
2023-09-30	$9,837,459	111,460	0.0%	Shares	Sole	2024-03-07
2023-06-30	$10,002,420	111,460	0.0%	Shares	Sole	2024-03-07
2023-03-31	$10,752,546	111,460	0.0%	Shares	Sole	2024-03-07
2022-12-31	$11,479,265	111,460	+0.7%	Shares	Sole	2023-01-18
2022-09-30	$10,292,663	110,650	-12.1%	Shares	Sole	2022-10-12
2022-06-30	$13,492,378	125,850	-27.7%	Shares	Sole	2022-08-08
2022-03-31	$19,445,589	174,150	-1.8%	Shares	Sole	2022-05-16
2021-12-31	$18,599,609	177,308	+11.7%	Shares	Sole	2022-02-14
2021-09-30	$15,492,412	158,750	0.0%	Shares	Sole	2021-11-17
2021-06-30	$15,671,800	158,750	-3.0%	Shares	Sole	2021-08-13
2021-03-31	$15,797,134	163,650	0.0%	Shares	Sole	2021-05-17
2020-12-31	$14,983,794	163,650	-31.5%	Shares	Sole	2021-02-11
2020-09-30	$21,145,559	238,771	0.0%	Shares	Sole	2020-11-12
2020-06-30	$19,075,415	238,771	-1.8%	Shares	Sole	2020-08-14
2020-03-31	$19,666,538	243,157	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.