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Equibles

Savant Capital, LLC

Position in DUK — Duke Energy CORP

CIK 1482880 ROCKFORD, IL
Back to DUK Full portfolio

Position in DUK

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$9,849,822
+$1,037,430 QoQ
Shares Held
77,815
+15.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#334
of 2,459 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 42% Shared 10% None 48%

Common Shares in DUK Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Savant Capital, LLC holds $130,826,238 across 32 Utilities - Regulated Electric names. DUK ranks #4 (7.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SO
Southern Co
 447,836 $42,862,383
2 NEE
Nextera Energy Inc
 214,715 $18,845,535
3 EVRG
Evergy, Inc.
 154,504 $13,353,780
4 DUK
Duke Energy CORP
This page 		77,815 $9,849,822
5 AEP
American Electric Power Co Inc
 63,574 $8,697,558
6 WEC
Wec Energy Group, Inc.
 55,287 $6,455,862
7 XEL
Xcel Energy Inc
 42,132 $3,383,199
8 ED
Consolidated Edison Inc
 24,455 $2,705,456

All Filings in DUK

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,849,822 77,815
2026-03-31 $8,812,392 67,301
2025-12-31 $7,234,552 61,723
2025-09-30 $7,420,792 59,966
2025-06-30 $6,877,984 58,288
2025-03-31 $7,139,757 58,537
2024-12-31 $9,021,501 83,734
2024-09-30 $9,654,069 83,730
2024-06-30 $8,231,990 82,131
2024-03-31 $7,866,197 81,338
2023-12-31 $7,727,489 79,632
2023-09-30 $7,039,794 79,762
2023-06-30 $6,579,018 73,312
2023-03-31 $4,624,482 47,937
2022-12-31 $1,552,368 15,073
2022-09-30 $1,650,546 17,744
2022-06-30 $1,585,421 14,788
2022-03-31 $1,706,388 15,282
2021-12-31 $1,555,981 14,833
2021-09-30 $1,459,556 14,956
2021-06-30 $1,190,563 12,060
2021-03-31 $1,142,142 11,832
2020-12-31 $1,089,564 11,900
2020-09-30 $1,072,904 12,115
2020-06-30 $1,123,093 14,058
2020-03-31 $1,117,680 13,819