Aull & Monroe Investment Management Corp

Position in DUK — Duke Energy CORP

CIK 1387615 MOBILE, AL

Position in DUK

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$5,086,490

-$158,835 QoQ

Shares Held

40,184

+0.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

2.19%

of 13F equity value

Holder Rank

#512

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Aull & Monroe Investment Management Corp holds $18,590,483 across 6 Utilities - Regulated Electric names. DUK ranks #2 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	78,384	$7,502,132
2	DUK	Duke Energy CORP This page	40,184	$5,086,490
3	NEE	Nextera Energy Inc	51,464	$4,516,995
4	AEP	American Electric Power Co Inc	5,684	$777,628
5	EXC	Exelon Corp	8,479	$395,290
6	D	Dominion Energy, Inc	4,568	$311,948

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,086,490	40,184	+0.3%	Shares	Sole	2026-07-20
2026-03-31	$5,245,325	40,059	+1.3%	Shares	Sole	2026-04-21
2025-12-31	$4,636,710	39,559	+1.2%	Shares	Sole	2026-01-09
2025-09-30	$4,837,263	39,089	+0.8%	Shares	Sole	2025-11-13
2025-06-30	$4,574,860	38,770	-9.7%	Shares	Sole	2025-07-29
2025-03-31	$5,236,050	42,929	+5.2%	Shares	Sole	2025-05-14
2024-12-31	$4,396,115	40,803	-1.8%	Shares	Sole	2025-02-07
2024-09-30	$4,788,409	41,530	-2.4%	Shares	Sole	2024-11-01
2024-06-30	$4,266,690	42,569	-4.5%	Shares	Sole	2024-07-22
2024-03-31	$4,308,623	44,552	-0.8%	Shares	Sole	2024-05-07
2023-12-31	$4,357,484	44,904	-1.3%	Shares	Sole	2024-01-26
2023-09-30	$4,017,065	45,514	-0.1%	Shares	Sole	2023-11-13
2023-06-30	$4,090,259	45,579	-0.2%	Shares	Sole	2023-07-24
2023-03-31	$4,406,653	45,679	-1.7%	Shares	Sole	2023-05-12
2022-12-31	$4,786,048	46,471	-3.0%	Shares	Sole	2023-02-08
2022-09-30	$4,457,332	47,918	0.0%	Shares	Sole	2022-11-10
2022-06-30	$5,137,288	47,918	-0.6%	Shares	Sole	2022-08-08
2022-03-31	$5,384,021	48,218	-0.7%	Shares	Sole	2022-05-02
2021-12-31	$5,091,216	48,534	-0.9%	Shares	Sole	2022-02-02
2021-09-30	$4,778,494	48,965	-0.5%	Shares	Sole	2021-10-26
2021-06-30	$4,857,517	49,205	0.0%	Shares	Sole	2021-07-28
2021-03-31	$4,749,758	49,205	-1.4%	Shares	Sole	2021-04-19
2020-12-31	$4,570,766	49,921	-1.2%	Shares	Sole	2021-02-02
2020-09-30	$4,473,165	50,510	0.0%	Shares	Sole	2020-11-02
2020-06-30	$4,035,243	50,510	-5.4%	Shares	Sole	2020-07-28
2020-03-31	$4,320,205	53,415	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.