Weaver Capital Management LLC

Position in DUK — Duke Energy CORP

CIK 1552247 SUWANEE, GA

Position in DUK

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

Position Value

$1,780,854

-$61,340 QoQ

Shares Held

14,069

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#861

of 2,446 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Weaver Capital Management LLC holds $5,671,790 across 5 Utilities - Regulated Electric names. DUK ranks #2 (31.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	19,749	$1,890,176
2	DUK	Duke Energy CORP This page	14,069	$1,780,854
3	NEE	Nextera Energy Inc	17,087	$1,499,725
4	WEC	Wec Energy Group, Inc.	2,150	$251,055
5	FTS	Fortis Inc.	4,368	$249,980

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,780,854	14,069	0.0%	Shares	Sole	2026-07-30
2026-03-31	$1,842,194	14,069	+0.7%	Shares	Sole	2026-04-17
2025-12-31	$1,636,954	13,966	+19.6%	Shares	Sole	2026-01-22
2025-09-30	$1,445,028	11,677	-9.2%	Shares	Sole	2025-10-20
2025-06-30	$1,516,772	12,854	-4.5%	Shares	Sole	2025-07-24
2025-03-31	$1,641,960	13,462	-1.1%	Shares	Sole	2025-04-22
2024-12-31	$1,465,802	13,605	+13.9%	Shares	Sole	2025-01-27
2024-09-30	$1,377,719	11,949	+4.0%	Shares	Sole	2024-10-22
2024-06-30	$1,152,043	11,494	+19.0%	Shares	Sole	2024-08-02
2024-03-31	$934,315	9,661	+31.8%	Shares	Sole	2024-05-15
2023-12-31	$711,206	7,329	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.