Goelzer Investment Management, Inc.

Position in DUK — Duke Energy CORP

CIK 1550057 CARMEL, IN

Position in DUK

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$222,728

+$21,950 QoQ

Shares Held

1,701

-11.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Goelzer Investment Management, Inc. holds $26,839,933 across 6 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	75,863	$10,378,817
2	ETR	Entergy Corp /De/	67,075	$7,704,234
3	SO	Southern Co	56,100	$5,369,331
4	NEE	Nextera Energy Inc	17,610	$1,545,629
5	EVRG	Evergy, Inc.	14,449	$1,248,827
6	XEL	Xcel Energy Inc	7,386	$593,095

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$222,728	1,701	-11.1%	Shares	Sole	2026-04-09
2021-12-31	$200,778	1,914	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.