Family Legacy, Inc.

Position in DUK — Duke Energy CORP

CIK 1706016 GREENVILLE, SC

Position in DUK

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$6,335,708

-$221,636 QoQ

Shares Held

50,053

-0.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

2.03%

of 13F equity value

Holder Rank

#438

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 58% Shared 0% None 42%

Utilities · as of Jun 30, 2026

Family Legacy, Inc. holds $10,918,881 across 4 Utilities - Regulated Electric names. DUK ranks #1 (58.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	50,053	$6,335,708
2	SO	Southern Co	36,742	$3,516,576
3	AEP	American Electric Power Co Inc	6,280	$859,166
4	ED	Consolidated Edison Inc	1,875	$207,431

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,335,708	50,053	-0.1%	Shares	Sole	2026-08-06
2026-03-31	$6,557,344	50,079	-0.1%	Shares	Sole	2026-05-12
2025-12-31	$5,873,275	50,109	-0.1%	Shares	Sole	2026-02-04
2025-09-30	$6,208,413	50,169	+0.6%	Shares	Sole	2025-11-13
2025-06-30	$5,883,126	49,857	+0.5%	Shares	Sole	2025-07-23
2025-03-31	$6,053,737	49,633	-0.3%	Shares	Sole	2025-04-23
2024-12-31	$5,362,650	49,774	+0.5%	Shares	Sole	2025-02-12
2024-09-30	$5,707,580	49,502	+0.2%	Shares	Sole	2024-10-15
2024-06-30	$4,951,061	49,397	-0.5%	Shares	Sole	2024-07-24
2024-03-31	$4,800,490	49,638	-0.4%	Shares	Sole	2024-04-24
2023-12-31	$4,838,414	49,860	+0.7%	Shares	Sole	2024-01-17
2023-09-30	$4,372,047	49,536	+1.7%	Shares	Sole	2023-10-13
2023-06-30	$4,370,248	48,699	-0.1%	Shares	Sole	2023-08-07
2023-03-31	$4,700,790	48,728	+2.3%	Shares	Sole	2023-05-15
2022-12-31	$4,904,383	47,620	+1.5%	Shares	Sole	2023-02-14
2022-09-30	$4,364,312	46,918	+0.1%	Shares	Sole	2022-11-14
2022-06-30	$5,023,967	46,861	+0.2%	Shares	Sole	2022-07-22
2022-03-31	$5,224,571	46,790	+0.1%	Shares	Sole	2022-04-18
2021-12-31	$4,904,914	46,758	+25.0%	Shares	Sole	2022-01-18
2021-09-30	$3,651,232	37,414	-7.6%	Shares	Sole	2021-10-12
2021-06-30	$3,998,653	40,505	+0.3%	Shares	Sole	2021-07-28
2021-03-31	$3,897,012	40,371	-0.0%	Shares	Sole	2021-04-09
2020-12-31	$3,697,650	40,385	-0.2%	Shares	Sole	2021-02-08
2020-09-30	$3,583,668	40,466	+1.4%	Shares	Sole	2020-10-09
2020-06-30	$3,187,131	39,894	+0.2%	Shares	Sole	2020-07-20
2020-03-31	$3,219,104	39,801	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.