Ellis Investment Partners, LLC

Position in DUK — Duke Energy CORP

CIK 1765590 Berwyn, PA

Position in DUK

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$365,436

+$42,015 QoQ

Shares Held

2,887

+16.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,679

of 2,446 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Ellis Investment Partners, LLC holds $727,506 across 2 Utilities - Regulated Electric names. DUK ranks #1 (50.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DUK	Duke Energy CORP This page	2,887	$365,436
2	SO	Southern Co	3,783	$362,070

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$365,436	2,887	+16.9%	Shares	Sole	2026-08-05
2026-03-31	$323,421	2,470	-10.3%	Shares	Sole	2026-05-12
2025-12-31	$322,796	2,754	+18.1%	Shares	Sole	2026-02-02
2025-09-30	$288,461	2,331	-21.1%	Shares	Sole	2025-10-22
2025-06-30	$348,572	2,954	+2.0%	Shares	Sole	2025-07-25
2025-03-31	$353,103	2,895	+16.7%	Shares	Sole	2025-04-22
2024-12-31	$267,195	2,480	+0.5%	Shares	Sole	2025-01-30
2024-09-30	$284,560	2,468	+0.4%	Shares	Sole	2024-10-24
2024-06-30	$246,265	2,457	+185.4%	Shares	Sole	2024-08-06
2022-09-30	$80,090	861	+0.6%	Shares	Sole	2022-11-14
2022-06-30	$91,771	856	+0.6%	Shares	Sole	2022-08-01
2022-03-31	$95,022	851	+0.5%	Shares	Sole	2022-05-03
2021-12-31	$88,850	847	+0.6%	Shares	Sole	2022-02-01
2021-09-30	$82,170	842	+0.6%	Shares	Sole	2021-10-21
2021-06-30	$82,628	837	+0.5%	Shares	Sole	2021-07-26
2021-03-31	$80,409	833	+0.6%	Shares	Sole	2021-05-03
2020-12-31	$75,811	828	+0.6%	Shares	Sole	2021-01-20
2020-09-30	$72,884	823	-38.8%	Shares	Sole	2020-10-19
2020-06-30	$107,372	1,344	+0.8%	Shares	Sole	2020-07-13
2020-03-31	$107,813	1,333	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.