Douglas Lane & Associates, LLC

Position in DUK — Duke Energy CORP

CIK 1672594 NEW YORK, NY

Position in DUK

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$736,695

+$202,591 QoQ

Shares Held

5,820

+42.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,262

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Douglas Lane & Associates, LLC holds $5,146,408 across 5 Utilities - Regulated Electric names. DUK ranks #3 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EIX	Edison International	36,233	$2,697,546
2	NEE	Nextera Energy Inc	8,436	$740,427
3	DUK	Duke Energy CORP This page	5,820	$736,695
4	ED	Consolidated Edison Inc	4,636	$512,880
5	AEP	American Electric Power Co Inc	3,354	$458,860

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$736,695	5,820	+42.7%	Shares	Sole	2026-07-14
2026-03-31	$534,104	4,079	-2.3%	Shares	Sole	2026-04-15
2025-12-31	$489,234	4,174	0.0%	Shares	Sole	2026-01-22
2025-09-30	$516,532	4,174	-1.2%	Shares	Sole	2025-10-10
2025-06-30	$498,550	4,225	-5.8%	Shares	Sole	2025-07-07
2025-03-31	$546,913	4,484	+19.6%	Shares	Sole	2025-04-09
2024-12-31	$403,809	3,748	+9.1%	Shares	Sole	2025-01-08
2024-09-30	$395,940	3,434	-2.6%	Shares	Sole	2024-10-10
2024-06-30	$353,511	3,527	-18.6%	Shares	Sole	2024-07-08
2024-03-31	$418,851	4,331	-0.1%	Shares	Sole	2024-04-11
2023-12-31	$420,668	4,335	+9.8%	Shares	Sole	2024-01-17
2023-09-30	$348,450	3,948	+0.3%	Shares	Sole	2023-10-16
2023-06-30	$353,306	3,937	-11.1%	Shares	Sole	2023-07-19
2023-03-31	$427,169	4,428	+9.8%	Shares	Sole	2023-04-17
2022-12-31	$415,255	4,032	-7.0%	Shares	Sole	2023-02-14
2022-09-30	$403,334	4,336	-2.3%	Shares	Sole	2022-10-14
2022-06-30	$475,583	4,436	-2.2%	Shares	Sole	2022-07-18
2022-03-31	$506,489	4,536	-11.3%	Shares	Sole	2022-04-25
2021-12-31	$536,458	5,114	-2.4%	Shares	Sole	2022-01-25
2021-09-30	$511,274	5,239	+0.3%	Shares	Sole	2021-10-21
2021-06-30	$515,417	5,221	+33.4%	Shares	Sole	2021-07-19
2021-03-31	$377,818	3,914	-3.8%	Shares	Sole	2021-04-19
2020-12-31	$372,374	4,067	+3.1%	Shares	Sole	2021-01-14
2020-09-30	$349,280	3,944	+1.5%	Shares	Sole	2020-10-19
2020-06-30	$310,372	3,885	+4.6%	Shares	Sole	2020-07-28
2020-03-31	$300,388	3,714	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.