Position in DUK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$526,825
-$18,146 QoQ
Shares Held
4,162
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,446
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 19%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026OAKWORTH CAPITAL, INC. holds $8,686,514 across 18 Utilities - Regulated Electric names. DUK ranks #3 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
51,599 | $4,938,539 | |
| 2 | NEE |
Nextera Energy Inc
|
22,648 | $1,987,814 | |
| 3 | DUK |
Duke Energy CORP
This page
|
4,162 | $526,825 | |
| 4 | ETR |
Entergy Corp /De/
|
1,410 | $161,952 | |
| 5 | LNT |
Alliant Energy Corp
|
1,828 | $139,457 | |
| 6 | ED |
Consolidated Edison Inc
|
1,220 | $134,968 | |
| 7 | AEP |
American Electric Power Co Inc
|
965 | $132,021 | |
| 8 | CMS |
Cms Energy Corp
|
1,495 | $114,367 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526,825 | 4,162 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $544,971 | 4,162 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $451,961 | 3,856 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $573,951 | 4,638 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $564,748 | 4,786 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $707,425 | 5,800 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $872,585 | 8,099 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $975,783 | 8,463 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $836,118 | 8,342 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $768,650 | 7,948 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $806,790 | 8,314 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $797,693 | 9,038 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $814,210 | 9,073 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,099,274 | 11,395 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,146,586 | 11,133 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,067,962 | 11,481 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,231,306 | 11,485 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,282,860 | 11,489 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,078,266 | 10,279 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,067,536 | 10,939 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,049,195 | 10,628 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,001,788 | 10,378 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $957,351 | 10,456 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $964,329 | 10,889 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $874,954 | 10,952 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $749,514 | 9,267 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||