M.E. ALLISON & CO., INC.

Position in DUK — Duke Energy CORP

CIK 1619532 SAN ANTONIO, TX

Position in DUK

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$275,058

-$12,748 QoQ

Shares Held

2,173

-1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,882

of 2,446 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

M.E. ALLISON & CO., INC. holds $2,334,739 across 6 Utilities - Regulated Electric names. DUK ranks #5 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	7,996	$765,297
2	OGE	Oge Energy Corp.	8,975	$436,723
3	XEL	Xcel Energy Inc	3,800	$305,140
4	PNW	Pinnacle West Capital Corp	2,847	$304,629
5	DUK	Duke Energy CORP This page	2,173	$275,058
6	D	Dominion Energy, Inc	3,630	$247,892

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$275,058	2,173	-1.1%	Shares	Sole	2026-07-07
2026-03-31	$287,806	2,198	+0.1%	Shares	Sole	2026-04-08
2025-12-31	$257,393	2,196	-11.8%	Shares	Sole	2026-01-12
2025-09-30	$308,137	2,490	-3.9%	Shares	Sole	2025-10-08
2025-06-30	$305,856	2,592	+8.6%	Shares	Sole	2025-07-25
2025-03-31	$291,142	2,387	+0.1%	Shares	Sole	2025-04-17
2024-12-31	$256,959	2,385	—	Shares	Sole	2025-01-16
No filing history on record for this holder in this stock.