Summit Asset Management, LLC

Position in DUK — Duke Energy CORP

CIK 1509974 MEMPHIS, TN

Position in DUK

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$440,118

+$4,219 QoQ

Shares Held

3,477

+4.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,560

of 2,440 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Summit Asset Management, LLC holds $3,287,073 across 6 Utilities - Regulated Electric names. DUK ranks #3 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	13,848	$1,215,438
2	SO	Southern Co	7,100	$679,541
3	DUK	Duke Energy CORP This page	3,477	$440,118
4	ETR	Entergy Corp /De/	3,510	$403,158
5	WEC	Wec Energy Group, Inc.	2,835	$331,042
6	D	Dominion Energy, Inc	3,189	$217,776

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$440,118	3,477	+4.4%	Shares	Sole	2026-08-06
2026-03-31	$435,899	3,329	+5.3%	Shares	Sole	2026-05-08
2025-12-31	$370,500	3,161	+0.7%	Shares	Sole	2026-02-09
2025-09-30	$388,451	3,139	-1.1%	Shares	Sole	2025-11-06
2025-06-30	$374,650	3,175	+0.6%	Shares	Sole	2025-08-07
2025-03-31	$384,815	3,155	-20.2%	Shares	Sole	2025-05-06
2024-12-31	$426,111	3,955	+25.4%	Shares	Sole	2025-02-04
2024-09-30	$363,771	3,155	0.0%	Shares	Sole	2024-11-06
2024-06-30	$316,225	3,155	+1.2%	Shares	Sole	2024-08-05
2024-03-31	$301,638	3,119	0.0%	Shares	Sole	2024-05-06
2023-12-31	$302,667	3,119	+11.9%	Shares	Sole	2024-02-06
2023-09-30	$245,980	2,787	0.0%	Shares	Sole	2023-11-06
2023-06-30	$250,105	2,787	-6.4%	Shares	Sole	2023-08-07
2023-03-31	$287,287	2,978	-1.5%	Shares	Sole	2023-05-12
2022-12-31	$311,235	3,022	0.0%	Shares	Sole	2023-02-13
2022-09-30	$281,106	3,022	0.0%	Shares	Sole	2022-11-07
2022-06-30	$323,988	3,022	-1.7%	Shares	Sole	2022-08-10
2022-03-31	$343,242	3,074	0.0%	Shares	Sole	2022-05-09
2021-12-31	$322,462	3,074	+3.2%	Shares	Sole	2022-02-11
2021-09-30	$290,623	2,978	0.0%	Shares	Sole	2021-11-08
2021-06-30	$293,988	2,978	+33.8%	Shares	Sole	2021-08-06
2021-03-31	$214,779	2,225	—	Shares	Sole	2021-05-07
No filing history on record for this holder in this stock.