Townsend & Associates, Inc

Position in DUK — Duke Energy CORP

CIK 1729359 WESTMINSTER, CO

Position in DUK

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$4,070,559

-$128,948 QoQ

Shares Held

32,158

+0.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#579

of 2,446 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Townsend & Associates, Inc holds $5,036,166 across 2 Utilities - Regulated Electric names. DUK ranks #1 (80.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DUK	Duke Energy CORP This page	32,158	$4,070,559
2	XEL	Xcel Energy Inc	12,025	$965,607

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,070,559	32,158	+0.3%	Shares	Sole	2026-07-22
2026-03-31	$4,199,507	32,072	+0.1%	Shares	Sole	2026-04-29
2025-12-31	$3,755,291	32,039	-2.3%	Shares	Sole	2026-01-26
2025-09-30	$4,056,648	32,781	+0.1%	Shares	Sole	2025-10-21
2025-06-30	$3,865,916	32,762	-14.8%	Shares	Sole	2025-07-30
2025-03-31	$4,691,819	38,467	-3.9%	Shares	Sole	2025-04-25
2024-12-31	$4,311,862	40,021	-0.7%	Shares	Sole	2025-02-04
2024-09-30	$4,646,935	40,303	+82.1%	Shares	Sole	2024-11-01
2024-06-30	$2,218,791	22,137	-1.9%	Shares	Sole	2024-08-05
2024-03-31	$2,182,067	22,563	+0.6%	Shares	Sole	2024-04-24
2023-12-31	$2,176,995	22,434	-1.1%	Shares	Sole	2024-02-07
2023-09-30	$2,002,178	22,685	-9.3%	Shares	Sole	2023-11-01
2023-06-30	$2,244,487	25,011	-0.7%	Shares	Sole	2023-07-31
2023-03-31	$2,430,079	25,190	+4.1%	Shares	Sole	2023-05-15
2022-12-31	$2,492,152	24,198	+18.1%	Shares	Sole	2023-02-15
2022-09-30	$1,905,142	20,481	—	Shares	Sole	2022-11-09
No filing history on record for this holder in this stock.