Bragg Financial Advisors, Inc

Position in DUK — Duke Energy CORP

CIK 1327055 CHARLOTTE, NC

Position in DUK

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

Position Value

$4,520,171

-$293,183 QoQ

Shares Held

35,710

-2.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#549

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

Bragg Financial Advisors, Inc holds $30,256,008 across 5 Utilities - Regulated Electric names. DUK ranks #3 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	148,316	$14,195,324
2	NEE	Nextera Energy Inc	103,969	$9,125,359
3	DUK	Duke Energy CORP This page	35,710	$4,520,171
4	EXC	Exelon Corp	37,258	$1,736,967
5	D	Dominion Energy, Inc	9,931	$678,187

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,520,171	35,710	-2.9%	Shares	Sole	2026-08-12
2026-03-31	$4,813,354	36,760	-0.7%	Shares	Sole	2026-05-15
2025-12-31	$4,337,707	37,008	-3.3%	Shares	Sole	2026-02-13
2025-09-30	$4,737,273	38,281	-2.6%	Shares	Sole	2025-11-13
2025-06-30	$4,639,760	39,320	+4.5%	Shares	Sole	2025-08-14
2025-03-31	$4,590,706	37,638	+2.1%	Shares	Sole	2025-05-14
2024-12-31	$3,972,481	36,871	-1.0%	Shares	Sole	2025-02-13
2024-09-30	$4,292,964	37,233	-1.1%	Shares	Sole	2024-11-14
2024-06-30	$3,772,256	37,636	+1.8%	Shares	Sole	2024-08-15
2024-03-31	$3,577,012	36,987	+4.3%	Shares	Sole	2024-05-14
2023-12-31	$3,440,262	35,452	+10.1%	Shares	Sole	2024-02-14
2023-09-30	$2,842,501	32,206	-2.2%	Shares	Sole	2023-11-14
2023-06-30	$2,954,958	32,928	+1.4%	Shares	Sole	2023-08-15
2023-03-31	$3,132,573	32,472	-1.2%	Shares	Sole	2023-05-15
2022-12-31	$3,385,178	32,869	+21.8%	Shares	Sole	2023-02-15
2022-09-30	$2,510,144	26,985	-4.7%	Shares	Sole	2022-11-14
2022-06-30	$3,036,937	28,327	+4.4%	Shares	Sole	2022-08-15
2022-03-31	$3,028,665	27,124	-6.8%	Shares	Sole	2022-05-11
2021-12-31	$3,053,534	29,109	0.0%	Shares	Sole	2022-02-14
2021-09-30	$2,840,747	29,109	+2.6%	Shares	Sole	2021-11-15
2021-06-30	$2,801,377	28,377	+1.4%	Shares	Sole	2021-08-16
2021-03-31	$2,700,233	27,973	-20.6%	Shares	Sole	2021-05-14
2020-12-31	$3,224,651	35,219	+13.9%	Shares	Sole	2021-02-11
2020-09-30	$2,738,806	30,926	-1.0%	Shares	Sole	2020-11-13
2020-06-30	$2,496,402	31,248	-3.5%	Shares	Sole	2020-08-14
2020-03-31	$2,618,166	32,371	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.