Liberty Capital Management, Inc.

Position in DUK — Duke Energy CORP

CIK 1366838 BIRMINGHAM, MI

Position in DUK

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$248,603

+$1,876 QoQ

Shares Held

1,964

-6.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,953

of 2,446 holders

Holding Since

Dec 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Liberty Capital Management, Inc. holds $3,834,573 across 5 Utilities - Regulated Electric names. DUK ranks #4 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	26,453	$2,321,779
2	AEP	American Electric Power Co Inc	5,700	$779,817
3	SO	Southern Co	2,744	$262,628
4	DUK	Duke Energy CORP This page	1,964	$248,603
5	WEC	Wec Energy Group, Inc.	1,899	$221,746

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$248,603	1,964	-6.7%	Shares	Sole	2026-07-17
2025-12-31	$246,727	2,105	0.0%	Shares	Sole	2026-01-26
2025-09-30	$260,493	2,105	0.0%	Shares	Sole	2025-11-06
2025-06-30	$248,390	2,105	+5.7%	Shares	Sole	2025-07-18
2025-03-31	$242,842	1,991	+7.6%	Shares	Sole	2025-04-16
2024-09-30	$213,305	1,850	-9.3%	Shares	Sole	2024-10-22
2024-06-30	$204,469	2,040	-0.5%	Shares	Sole	2024-07-29
2022-12-31	$211,129	2,050	0.0%	Shares	Sole	2023-01-23
2022-06-30	$219,780	2,050	0.0%	Shares	Sole	2022-07-25
2022-03-31	$228,903	2,050	0.0%	Shares	Sole	2022-05-04
2021-12-31	$215,045	2,050	0.0%	Shares	Sole	2022-02-14
2021-09-30	$200,059	2,050	0.0%	Shares	Sole	2021-10-22
2021-06-30	$202,376	2,050	-8.4%	Shares	Sole	2021-07-16
2021-03-31	$215,937	2,237	0.0%	Shares	Sole	2021-04-19
2020-12-31	$204,819	2,237	—	Shares	Sole	2021-01-20
No filing history on record for this holder in this stock.