First Dallas Securities Inc.

Broker-Dealer

Position in DUK — Duke Energy CORP

CIK 1378559 DALLAS, TX

Position in DUK

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

Position Value

$1,114,916

-$40,891 QoQ

Shares Held

8,808

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#1,068

of 2,446 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

First Dallas Securities Inc. holds $5,570,714 across 5 Utilities - Regulated Electric names. DUK ranks #3 (20.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XEL	Xcel Energy Inc	23,245	$1,866,573
2	AEP	American Electric Power Co Inc	10,645	$1,456,342
3	DUK	Duke Energy CORP This page	8,808	$1,114,916
4	AEE	Ameren Corp	5,217	$589,729
5	SO	Southern Co	5,675	$543,154

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,114,916	8,808	-0.2%	Shares	Sole	2026-08-03
2026-03-31	$1,155,807	8,827	0.0%	Shares	Sole	2026-04-27
2025-12-31	$1,034,612	8,827	-2.1%	Shares	Sole	2026-02-11
2025-09-30	$1,115,977	9,018	0.0%	Shares	Sole	2025-11-05
2025-06-30	$1,064,124	9,018	-10.3%	Shares	Sole	2025-08-07
2025-03-31	$1,226,896	10,059	0.0%	Shares	Sole	2025-05-16
2024-12-31	$1,083,756	10,059	+1.5%	Shares	Sole	2025-01-24
2024-09-30	$1,142,392	9,908	-8.5%	Shares	Sole	2024-11-18
2024-06-30	$1,085,691	10,832	-1.7%	Shares	Sole	2024-08-02
2024-03-31	$1,065,260	11,015	-3.2%	Shares	Sole	2024-04-16
2023-12-31	$1,104,703	11,384	-1.0%	Shares	Sole	2024-02-13
2023-06-30	$1,032,099	11,501	-0.9%	Shares	Sole	2023-08-07
2023-03-31	$1,119,148	11,601	-2.7%	Shares	Sole	2023-05-15
2022-12-31	$1,227,743	11,921	-2.5%	Shares	Sole	2023-02-03
2022-09-30	$1,136,797	12,221	-7.6%	Shares	Sole	2022-10-21
2022-06-30	$1,417,423	13,221	-8.5%	Shares	Sole	2022-07-28
2022-03-31	$1,613,040	14,446	-1.7%	Shares	Sole	2022-05-12
2021-12-31	$1,542,134	14,701	-1.6%	Shares	Sole	2022-02-07
2021-09-30	$1,457,311	14,933	-2.2%	Shares	Sole	2021-10-06
2021-06-30	$1,507,059	15,266	-1.0%	Shares	Sole	2021-07-06
2021-03-31	$1,488,106	15,416	-1.4%	Shares	Sole	2021-05-26
2020-12-31	$1,431,815	15,638	-6.8%	Shares	Sole	2021-02-01
2020-09-30	$1,485,859	16,778	+10.3%	Shares	Sole	2020-10-15
2020-03-31	$1,230,023	15,208	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.