Hodges Capital Management Inc.

Position in DUK — Duke Energy CORP

CIK 1337263 DALLAS, TX

Position in DUK

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

Position Value

$739,986

+$170,921 QoQ

Shares Held

5,846

+34.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,258

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

Hodges Capital Management Inc. holds $4,191,742 across 4 Utilities - Regulated Electric names. DUK ranks #3 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	16,404	$2,244,231
2	XEL	Xcel Energy Inc	11,015	$884,504
3	DUK	Duke Energy CORP This page	5,846	$739,986
4	SO	Southern Co	3,375	$323,021

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$739,986	5,846	+34.5%	Shares	Sole	2026-08-03
2026-03-31	$569,065	4,346	-1.1%	Shares	Sole	2026-04-28
2025-12-31	$515,255	4,396	+0.5%	Shares	Sole	2026-02-11
2025-09-30	$541,158	4,373	0.0%	Shares	Sole	2025-11-07
2025-06-30	$516,014	4,373	0.0%	Shares	Sole	2025-08-07
2025-03-31	$533,374	4,373	-1.1%	Shares	Sole	2025-06-02
2024-12-31	$476,534	4,423	0.0%	Shares	Sole	2025-01-24
2024-09-30	$509,971	4,423	-1.7%	Shares	Sole	2024-11-15
2024-06-30	$450,834	4,498	-2.2%	Shares	Sole	2024-08-02
2024-03-31	$444,672	4,598	-6.8%	Shares	Sole	2024-04-16
2023-12-31	$478,504	4,931	-29.0%	Shares	Sole	2024-02-13
2023-09-30	$613,142	6,947	—	Shares	Sole	2023-11-14
2023-06-30	$677	0	-100.0%	Shares	Sole	2023-08-07
2023-03-31	$798,192	8,274	+9.3%	Shares	Sole	2023-05-15
2022-12-31	$779,737	7,571	-12.5%	Shares	Sole	2023-02-03
2022-09-30	$804,995	8,654	-3.1%	Shares	Sole	2022-10-21
2022-06-30	$957,278	8,929	+10.4%	Shares	Sole	2022-07-28
2022-03-31	$903,329	8,090	-2.8%	Shares	Sole	2022-05-12
2021-12-31	$873,082	8,323	-3.7%	Shares	Sole	2022-02-07
2021-09-30	$843,860	8,647	+6.5%	Shares	Sole	2021-10-06
2021-06-30	$801,803	8,122	+29.2%	Shares	Sole	2021-07-06
2021-03-31	$606,980	6,288	+1.6%	Shares	Sole	2021-04-07
2020-12-31	$566,939	6,192	-5.2%	Shares	Sole	2021-02-01
2020-09-30	$578,385	6,531	-0.8%	Shares	Sole	2020-10-15
2020-06-30	$526,075	6,585	+3.3%	Shares	Sole	2020-07-22
2020-03-31	$515,529	6,374	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.