Allen Capital Group, LLC

Position in DUK — Duke Energy CORP

CIK 1601384 GRAND ISLAND, NE

Position in DUK

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,567,819

-$75,478 QoQ

Shares Held

12,386

-1.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#916

of 2,440 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Allen Capital Group, LLC holds $11,721,362 across 5 Utilities - Regulated Electric names. DUK ranks #3 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	41,195	$5,635,887
2	SO	Southern Co	19,660	$1,881,658
3	DUK	Duke Energy CORP This page	12,386	$1,567,819
4	NEE	Nextera Energy Inc	15,229	$1,336,649
5	ED	Consolidated Edison Inc	11,745	$1,299,349

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,567,819	12,386	-1.3%	Shares	Sole	2026-07-27
2026-03-31	$1,643,297	12,550	+1.4%	Shares	Sole	2026-05-27
2025-12-31	$1,450,004	12,371	-1.1%	Shares	Sole	2026-02-09
2025-09-30	$1,547,617	12,506	+2.6%	Shares	Sole	2025-10-27
2025-06-30	$1,438,656	12,192	+0.3%	Shares	Sole	2025-08-12
2025-03-31	$1,483,277	12,161	+16.1%	Shares	Sole	2025-05-02
2024-12-31	$1,128,791	10,477	+0.3%	Shares	Sole	2025-01-23
2024-09-30	$1,203,962	10,442	-2.7%	Shares	Sole	2024-11-12
2024-06-30	$1,075,668	10,732	+14.4%	Shares	Sole	2024-08-12
2024-03-31	$907,043	9,379	+71.4%	Shares	Sole	2024-04-15
2023-12-31	$530,905	5,471	+6.3%	Shares	Sole	2024-01-30
2023-09-30	$454,362	5,148	0.0%	Shares	Sole	2023-11-01
2023-06-30	$461,981	5,148	-0.1%	Shares	Sole	2023-07-24
2023-03-31	$496,916	5,151	-7.8%	Shares	Sole	2023-04-28
2022-09-30	$519,888	5,589	+9.2%	Shares	Sole	2022-11-09
2022-06-30	$548,807	5,119	+33.1%	Shares	Sole	2022-07-27
2022-03-31	$429,444	3,846	+2.1%	Shares	Sole	2022-05-10
2021-12-31	$395,158	3,767	+3.6%	Shares	Sole	2022-01-31
2021-09-30	$354,837	3,636	-8.5%	Shares	Sole	2021-10-22
2021-06-30	$392,115	3,972	0.0%	Shares	Sole	2021-07-20
2021-03-31	$383,417	3,972	-3.0%	Shares	Sole	2021-04-29
2020-12-31	$374,938	4,095	0.0%	Shares	Sole	2021-01-19
2020-09-30	$362,653	4,095	+13.6%	Shares	Sole	2020-10-20
2020-06-30	$288,083	3,606	0.0%	Shares	Sole	2020-08-05
2020-03-31	$291,653	3,606	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.