Rather & Kittrell, Inc.

Position in DUK — Duke Energy CORP

CIK 1582112 Knoxville, TN

Position in DUK

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$217,084

-$3,680 QoQ

Shares Held

1,715

+1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#2,048

of 2,452 holders

Holding Since

Dec 2021

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Rather & Kittrell, Inc. holds $1,354,372 across 3 Utilities - Regulated Electric names. DUK ranks #3 (16.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	6,816	$652,359
2	NEE	Nextera Energy Inc	5,525	$484,929
3	DUK	Duke Energy CORP This page	1,715	$217,084

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$217,084	1,715	+1.7%	Shares	Sole	2026-08-12
2026-03-31	$220,764	1,686	-2.1%	Shares	Other	2026-05-12
2025-12-31	$201,835	1,722	+2.7%	Shares	Other	2026-01-28
2025-09-30	$207,405	1,676	+29.2%	Shares	Other	2025-10-28
2021-12-31	$136,055	1,297	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.