LBMC INVESTMENT ADVISORS, LLC

Position in DUK — Duke Energy CORP

CIK 1536924 BRENTWOOD, TN

Position in DUK

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$201,778

-$114,102 QoQ

Shares Held

1,541

-42.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

LBMC INVESTMENT ADVISORS, LLC holds $2,214,261 across 2 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)	Open
1	SO	Southern Co	18,350	$1,756,278
2	NEE	Nextera Energy Inc	5,218	$457,983

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$201,778	1,541	-42.8%	Shares	Sole	2026-05-14
2025-12-31	$315,880	2,695	-36.4%	Shares	Sole	2026-02-12
2025-09-30	$524,081	4,235	+30.6%	Shares	Sole	2025-10-07
2025-06-30	$382,674	3,243	+0.0%	Shares	Sole	2025-07-09
2025-03-31	$395,426	3,242	+0.0%	Shares	Sole	2025-04-09
2024-12-31	$349,185	3,241	+0.0%	Shares	Sole	2025-01-16
2024-09-30	$373,572	3,240	+0.0%	Shares	Sole	2024-10-08
2024-06-30	$324,644	3,239	+0.0%	Shares	Sole	2024-07-11
2024-03-31	$313,146	3,238	-42.0%	Shares	Sole	2024-04-12
2023-12-31	$541,386	5,579	-6.2%	Shares	Sole	2024-01-16
2023-09-30	$524,970	5,948	-0.8%	Shares	Sole	2023-10-05
2023-06-30	$537,901	5,994	+0.4%	Shares	Sole	2023-07-17
2023-03-31	$575,925	5,970	+0.4%	Shares	Sole	2023-04-10
2022-12-31	$612,584	5,948	+0.4%	Shares	Sole	2023-01-10
2022-09-30	$551,329	5,927	+0.0%	Shares	Sole	2022-10-07
2022-06-30	$635,326	5,926	-2.2%	Shares	Sole	2022-07-07
2022-03-31	$676,659	6,060	+0.0%	Shares	Sole	2022-04-11
2021-12-31	$635,589	6,059	+0.0%	Shares	Sole	2022-03-17
2021-09-30	$591,102	6,057	0.0%	Shares	Sole	2021-11-15
2021-06-30	$597,947	6,057	+1.2%	Shares	Sole	2021-08-02
2021-03-31	$577,635	5,984	-2.4%	Shares	Sole	2021-04-20
2020-12-31	$561,445	6,132	+2.7%	Shares	Sole	2021-01-21
2020-09-30	$528,614	5,969	+0.0%	Shares	Sole	2020-10-20
2020-06-30	$476,783	5,968	-10.2%	Shares	Sole	2020-07-14
2020-03-31	$537,447	6,645	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.