Keel Point, LLC

Position in DUK — Duke Energy CORP

CIK 1386935 HUNTSVILLE, AL

Position in DUK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$715,683

-$94,573 QoQ

Shares Held

5,654

-8.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,276

of 2,446 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 49% Shared 0% None 51%

Utilities · as of Jun 30, 2026

Keel Point, LLC holds $15,623,364 across 10 Utilities - Regulated Electric names. DUK ranks #5 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	114,238	$10,933,718
2	D	Dominion Energy, Inc	14,264	$974,088
3	NEE	Nextera Energy Inc	10,218	$896,833
4	ETR	Entergy Corp /De/	7,230	$830,437
5	DUK	Duke Energy CORP This page	5,654	$715,683
6	AEP	American Electric Power Co Inc	3,632	$496,893
7	ED	Consolidated Edison Inc	2,458	$271,928
8	EXC	Exelon Corp	4,526	$211,002

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$715,683	5,654	-8.6%	Shares	Sole	2026-08-14
2026-03-31	$810,256	6,188	-4.4%	Shares	Sole	2026-06-01
2025-12-31	$758,348	6,470	+24.5%	Shares	Sole	2026-02-12
2025-09-30	$642,881	5,195	+9.9%	Shares	Sole	2025-12-16
2025-06-30	$557,904	4,728	+29.9%	Shares	Sole	2025-08-15
2025-03-31	$443,970	3,640	+12.7%	Shares	Sole	2025-05-15
2024-12-31	$348,000	3,230	+4.1%	Shares	Sole	2025-02-14
2024-09-30	$357,775	3,103	-9.1%	Shares	Sole	2024-11-14
2024-06-30	$342,185	3,414	+53.2%	Shares	Sole	2024-08-14
2024-03-31	$215,566	2,229	-0.4%	Shares	Sole	2024-04-16
2023-12-31	$217,272	2,239	—	Shares	Sole	2024-01-30
No filing history on record for this holder in this stock.