Welch Group, LLC

Position in DUK — Duke Energy CORP

CIK 1443095 BIRMINGHAM, AL

Position in DUK

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$1,676,948

+$109,851 QoQ

Shares Held

12,807

-4.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Utilities · as of Mar 31, 2026

Welch Group, LLC holds $269,566,485 across 14 Utilities - Regulated Electric names. DUK ranks #5 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	852,934	$79,220,509
2	SO	Southern Co	782,791	$75,554,987
3	ED	Consolidated Edison Inc	529,096	$59,883,085
4	AEP	American Electric Power Co Inc	376,452	$49,345,328
5	DUK	Duke Energy CORP This page	12,807	$1,676,948
6	ETR	Entergy Corp /De/	6,303	$708,205
7	D	Dominion Energy, Inc	9,490	$586,671
8	IDA	Idacorp Inc	3,656	$522,698

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,676,948	12,807	-4.2%	Shares	Sole	2026-04-21
2025-12-31	$1,567,097	13,370	+4.3%	Shares	Sole	2026-01-26
2025-09-30	$1,586,598	12,821	+3.4%	Shares	Sole	2025-10-14
2025-06-30	$1,463,200	12,400	+0.7%	Shares	Sole	2025-07-25
2025-03-31	$1,502,548	12,319	+0.0%	Shares	Sole	2025-04-08
2024-12-31	$1,326,925	12,316	+1.4%	Shares	Sole	2025-01-27
2024-09-30	$1,400,318	12,145	-1.5%	Shares	Sole	2024-10-24
2024-06-30	$1,236,437	12,336	+10.5%	Shares	Sole	2024-07-17
2024-03-31	$1,079,960	11,167	-0.1%	Shares	Sole	2024-04-09
2023-12-31	$1,084,907	11,180	+1.8%	Shares	Sole	2024-01-23
2023-09-30	$969,536	10,985	0.0%	Shares	Sole	2023-10-18
2023-06-30	$985,793	10,985	+0.0%	Shares	Sole	2023-07-18
2023-03-31	$1,059,433	10,982	-31.1%	Shares	Sole	2023-04-13
2022-12-31	$1,641,763	15,941	-1.3%	Shares	Sole	2023-01-30
2022-09-30	$1,503,017	16,158	+1.4%	Shares	Sole	2022-10-13
2022-06-30	$1,708,498	15,936	-0.8%	Shares	Sole	2022-07-21
2022-03-31	$1,794,599	16,072	+12.6%	Shares	Sole	2022-04-29
2021-12-31	$1,497,132	14,272	+0.2%	Shares	Sole	2022-01-26
2021-09-30	$1,390,559	14,249	+3.4%	Shares	Sole	2021-11-05
2021-06-30	$1,360,065	13,777	+0.7%	Shares	Sole	2021-07-21
2021-03-31	$1,321,302	13,688	+40.8%	Shares	Sole	2021-04-23
2020-12-31	$889,871	9,719	+6.6%	Shares	Sole	2021-01-25
2020-09-30	$807,490	9,118	-10.9%	Shares	Sole	2020-10-28
2020-06-30	$817,754	10,236	-1.9%	Shares	Sole	2020-07-22
2020-03-31	$843,901	10,434	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.