BCM ADVISORS, LLC

Position in DUK — Duke Energy CORP

CIK 1373017 LAFAYETTE, LA

Position in DUK

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$7,097,593

-$247,486 QoQ

Shares Held

56,072

-0.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

3.29%

of 13F equity value

Holder Rank

#404

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

BCM ADVISORS, LLC holds $13,533,654 across 3 Utilities - Regulated Electric names. DUK ranks #1 (52.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	56,072	$7,097,593
2	ED	Consolidated Edison Inc	48,218	$5,334,357
3	CNP	Centerpoint Energy Inc	25,016	$1,101,704

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,097,593	56,072	-0.0%	Shares	Sole	2026-07-28
2026-03-31	$7,345,079	56,095	+0.0%	Shares	Sole	2026-05-05
2025-12-31	$6,573,840	56,086	-0.5%	Shares	Sole	2026-01-26
2025-09-30	$6,975,292	56,366	-6.6%	Shares	Sole	2025-10-29
2025-06-30	$7,123,188	60,366	0.0%	Shares	Sole	2025-07-30
2025-03-31	$7,362,841	60,366	0.0%	Shares	Sole	2025-05-06
2024-12-31	$6,503,832	60,366	+0.1%	Shares	Sole	2025-02-06
2024-09-30	$6,954,896	60,320	-0.4%	Shares	Sole	2024-11-06
2024-06-30	$6,073,136	60,592	+0.1%	Shares	Sole	2024-08-02
2024-03-31	$5,853,662	60,528	+0.1%	Shares	Sole	2024-04-25
2023-12-31	$5,864,903	60,438	0.0%	Shares	Sole	2024-01-31
2023-09-30	$5,334,257	60,438	-0.7%	Shares	Sole	2023-11-09
2023-06-30	$5,459,602	60,838	0.0%	Shares	Sole	2023-07-14
2023-03-31	$5,869,041	60,838	0.0%	Shares	Sole	2023-05-02
2022-12-31	$6,265,705	60,838	+0.0%	Shares	Sole	2023-02-10
2022-09-30	$5,659,057	60,837	+0.3%	Shares	Sole	2022-11-02
2022-06-30	$6,500,892	60,637	+0.3%	Shares	Sole	2022-07-28
2022-03-31	$6,748,395	60,437	-1.9%	Shares	Sole	2022-04-29
2021-12-31	$6,464,987	61,630	-1.9%	Shares	Sole	2022-02-02
2021-09-30	$6,130,896	62,823	-0.0%	Shares	Sole	2021-11-01
2021-06-30	$6,201,985	62,824	-0.6%	Shares	Sole	2021-08-03
2021-03-31	$6,100,309	63,196	0.0%	Shares	Sole	2021-04-28
2020-12-31	$5,786,225	63,196	-0.4%	Shares	Sole	2021-02-10
2020-09-30	$5,621,611	63,478	0.0%	Shares	Sole	2020-11-04
2020-06-30	$5,071,257	63,478	-3.1%	Shares	Sole	2020-08-05
2020-03-31	$5,296,588	65,487	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.