CapWealth Advisors, LLC

Position in DUK — Duke Energy CORP

CIK 1531809 FRANKLIN, TN

Position in DUK

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$27,069,512

-$307,423 QoQ

Shares Held

213,853

+2.3% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

2.35%

of 13F equity value

Holder Rank

#200

of 2,446 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Utilities · as of Jun 30, 2026

CapWealth Advisors, LLC holds $59,914,420 across 3 Utilities - Regulated Electric names. DUK ranks #2 (45.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	356,042	$31,249,806
2	DUK	Duke Energy CORP This page	213,853	$27,069,512
3	SO	Southern Co	16,666	$1,595,102

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,069,512	213,853	+2.3%	Shares	Sole	2026-07-28
2026-03-31	$27,376,935	209,080	-0.4%	Shares	Sole	2026-05-05
2025-12-31	$24,601,910	209,896	+1.4%	Shares	Sole	2026-02-06
2025-09-30	$25,620,581	207,035	-0.7%	Shares	Sole	2026-02-06
2025-06-30	$24,597,690	208,455	+7.8%	Shares	Sole	2025-07-29
2025-03-31	$23,576,557	193,298	+2.8%	Shares	Sole	2025-04-30
2024-12-31	$20,259,214	188,038	+1.0%	Shares	Sole	2025-01-30
2024-09-30	$21,461,365	186,135	+411.3%	Shares	Sole	2024-10-31
2024-06-30	$3,648,572	36,402	+1421.2%	Shares	Sole	2024-08-05
2024-03-31	$231,427	2,393	-11.3%	Shares	Sole	2024-05-03
2023-12-31	$261,813	2,698	-7.1%	Shares	Sole	2024-01-31
2023-09-30	$256,218	2,903	+21.9%	Shares	Sole	2023-11-01
2023-06-30	$213,670	2,381	+0.5%	Shares	Sole	2023-08-07
2023-03-31	$228,440	2,368	-2.7%	Shares	Sole	2023-05-02
2022-12-31	$250,574	2,433	+1.4%	Shares	Sole	2023-02-01
2022-09-30	$223,248	2,400	0.0%	Shares	Sole	2022-11-02
2022-06-30	$257,304	2,400	+9.6%	Shares	Sole	2022-08-05
2022-03-31	$244,535	2,190	-15.9%	Shares	Sole	2022-05-04
2021-12-31	$273,264	2,605	0.0%	Shares	Sole	2022-02-10
2021-09-30	$254,221	2,605	-1.4%	Shares	Sole	2021-11-09
2021-06-30	$260,916	2,643	-8.5%	Shares	Sole	2021-08-10
2021-03-31	$278,778	2,888	0.0%	Shares	Sole	2021-05-03
2020-12-31	$264,425	2,888	-19.8%	Shares	Sole	2021-02-17
2020-09-30	$318,727	3,599	+9.3%	Shares	Sole	2020-11-12
2020-06-30	$263,157	3,294	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.