PATTON ALBERTSON MILLER GROUP, LLC

Position in DUK — Duke Energy CORP

CIK 1511037 Chattanooga, TN

Position in DUK

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$502,269

-$100,971 QoQ

Shares Held

3,968

-13.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,474

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 51% Shared 0% None 49%

Utilities · as of Jun 30, 2026

PATTON ALBERTSON MILLER GROUP, LLC holds $12,510,218 across 5 Utilities - Regulated Electric names. DUK ranks #5 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEG	Public Service Enterprise Group Inc	65,612	$5,325,069
2	DTE	Dte Energy Co	33,858	$5,158,943
3	SO	Southern Co	10,605	$1,015,004
4	AEP	American Electric Power Co Inc	3,720	$508,933
5	DUK	Duke Energy CORP This page	3,968	$502,269

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$502,269	3,968	-13.9%	Shares	Sole	2026-07-22
2026-03-31	$603,240	4,607	-4.2%	Shares	Sole	2026-04-21
2025-12-31	$563,545	4,808	+6.7%	Shares	Sole	2026-02-03
2025-09-30	$557,493	4,505	-6.5%	Shares	Sole	2025-11-03
2025-06-30	$568,760	4,820	+20.7%	Shares	Sole	2025-07-17
2025-03-31	$487,270	3,995	-13.2%	Shares	Sole	2025-05-22
2024-12-31	$495,711	4,601	-2.0%	Shares	Sole	2025-01-21
2024-09-30	$541,218	4,694	-4.5%	Shares	Sole	2024-11-13
2024-06-30	$492,530	4,914	-2.6%	Shares	Sole	2024-08-02
2024-03-31	$487,805	5,044	-20.4%	Shares	Sole	2024-04-24
2023-12-31	$615,136	6,339	-6.2%	Shares	Sole	2024-02-14
2023-09-30	$596,549	6,759	-10.9%	Shares	Sole	2023-10-24
2023-06-30	$680,857	7,587	-22.1%	Shares	Sole	2023-07-13
2023-03-31	$939,617	9,740	-8.0%	Shares	Sole	2023-04-21
2022-12-31	$1,090,767	10,591	-5.4%	Shares	Sole	2023-01-23
2022-09-30	$1,041,079	11,192	-7.6%	Shares	Sole	2022-10-13
2022-06-30	$1,298,313	12,110	-6.0%	Shares	Sole	2022-07-22
2022-03-31	$1,437,957	12,878	-10.4%	Shares	Sole	2022-05-02
2021-12-31	$1,506,993	14,366	-2.4%	Shares	Sole	2022-02-11
2021-09-30	$1,436,232	14,717	+4.1%	Shares	Sole	2021-10-27
2021-06-30	$1,396,098	14,142	-10.2%	Shares	Sole	2021-07-29
2021-03-31	$1,519,671	15,743	-0.7%	Shares	Sole	2021-04-21
2020-12-31	$1,452,141	15,860	-3.0%	Shares	Sole	2021-02-25
2020-09-30	$1,448,310	16,354	+3.9%	Shares	Sole	2020-11-03
2020-06-30	$1,257,228	15,737	-0.2%	Shares	Sole	2020-08-10
2020-03-31	$1,274,830	15,762	—	Shares	Sole	2020-05-22
No filing history on record for this holder in this stock.