NOVARE CAPITAL MANAGEMENT LLC

Position in DUK — Duke Energy CORP

CIK 1388409 CHARLOTTE, NC

Position in DUK

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,623,135

-$89,298 QoQ

Shares Held

12,823

-1.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#894

of 2,440 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

NOVARE CAPITAL MANAGEMENT LLC holds $11,969,764 across 4 Utilities - Regulated Electric names. DUK ranks #2 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	105,747	$9,281,414
2	DUK	Duke Energy CORP This page	12,823	$1,623,135
3	SO	Southern Co	6,484	$620,583
4	AEP	American Electric Power Co Inc	3,250	$444,632

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,623,135	12,823	-1.9%	Shares	Sole	2026-08-07
2026-03-31	$1,712,433	13,078	-1.1%	Shares	Sole	2026-04-17
2025-12-31	$1,549,516	13,220	+2.4%	Shares	Sole	2026-02-05
2025-09-30	$1,597,612	12,910	+0.5%	Shares	Sole	2025-11-03
2025-06-30	$1,516,300	12,850	+4.0%	Shares	Sole	2025-07-29
2025-03-31	$1,507,183	12,357	+10.4%	Shares	Sole	2025-04-29
2024-12-31	$1,205,718	11,191	-3.2%	Shares	Sole	2025-01-21
2024-09-30	$1,332,983	11,561	+0.5%	Shares	Sole	2024-10-11
2024-06-30	$1,153,446	11,508	-7.0%	Shares	Sole	2024-08-02
2024-03-31	$1,196,882	12,376	+28.2%	Shares	Sole	2024-05-06
2023-12-31	$936,727	9,653	-22.6%	Shares	Sole	2024-02-08
2023-09-30	$1,100,690	12,471	-79.8%	Shares	Sole	2023-11-02
2023-06-30	$5,527,535	61,595	+2.6%	Shares	Sole	2023-07-28
2023-03-31	$5,788,682	60,005	-1.4%	Shares	Sole	2023-04-20
2022-12-31	$6,266,632	60,847	-4.4%	Shares	Sole	2023-01-17
2022-09-30	$5,920,816	63,651	+11.0%	Shares	Sole	2022-10-11
2022-06-30	$6,149,458	57,359	+432.6%	Shares	Sole	2022-08-03
2022-03-31	$1,202,578	10,770	-1.9%	Shares	Sole	2022-05-09
2021-12-31	$1,151,697	10,979	+126.8%	Shares	Sole	2022-02-03
2021-09-30	$472,335	4,840	+23.1%	Shares	Sole	2021-11-04
2021-06-30	$388,068	3,931	+39.7%	Shares	Sole	2021-08-02
2021-03-31	$271,635	2,814	-5.6%	Shares	Sole	2021-05-11
2020-12-31	$272,848	2,980	-3.2%	Shares	Sole	2021-02-01
2020-09-30	$272,676	3,079	-23.9%	Shares	Sole	2020-11-03
2020-06-30	$323,234	4,046	—	Shares	Sole	2020-08-06
No filing history on record for this holder in this stock.