Allred Capital Management, LLC

Position in DUK — Duke Energy CORP

CIK 1765885 Dallas, TX

Position in DUK

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,116,435

-$43,300 QoQ

Shares Held

8,820

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#1,067

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Allred Capital Management, LLC holds $2,439,997 across 4 Utilities - Regulated Electric names. DUK ranks #1 (45.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	8,820	$1,116,435
2	SO	Southern Co	7,879	$754,099
3	ED	Consolidated Edison Inc	3,314	$366,627
4	NEE	Nextera Energy Inc	2,311	$202,836

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,116,435	8,820	-0.4%	Shares	Sole	2026-08-12
2026-03-31	$1,159,735	8,857	+0.2%	Shares	Sole	2026-05-14
2025-12-31	$1,036,488	8,843	+2.3%	Shares	Sole	2026-02-10
2025-09-30	$1,069,200	8,640	+1.3%	Shares	Sole	2025-11-13
2025-06-30	$1,006,776	8,532	-3.5%	Shares	Sole	2025-08-14
2025-03-31	$1,078,946	8,846	+1.5%	Shares	Sole	2025-05-15
2024-12-31	$938,630	8,712	+0.1%	Shares	Sole	2025-02-13
2024-09-30	$1,003,686	8,705	-2.3%	Shares	Sole	2024-11-13
2024-06-30	$893,049	8,910	-0.0%	Shares	Sole	2024-08-13
2024-03-31	$862,072	8,914	-10.4%	Shares	Sole	2024-04-16
2023-12-31	$964,965	9,944	+3.8%	Shares	Sole	2024-01-12
2023-09-30	$845,177	9,576	-1.7%	Shares	Sole	2023-11-08
2023-06-30	$873,798	9,737	-7.1%	Shares	Sole	2023-07-20
2023-03-31	$1,011,198	10,482	+0.1%	Shares	Sole	2023-05-10
2022-12-31	$1,078,820	10,475	+0.7%	Shares	Sole	2023-02-14
2022-09-30	$968,059	10,407	+0.0%	Shares	Sole	2022-10-27
2022-06-30	$1,115,198	10,402	-4.6%	Shares	Sole	2022-08-09
2022-03-31	$1,217,652	10,905	-0.4%	Shares	Sole	2022-05-05
2021-12-31	$1,148,550	10,949	+0.0%	Shares	Sole	2022-01-25
2021-09-30	$1,068,220	10,946	+0.0%	Shares	Sole	2021-10-12
2021-06-30	$1,080,391	10,944	-0.5%	Shares	Sole	2021-08-05
2021-03-31	$1,061,636	10,998	-12.3%	Shares	Sole	2021-05-06
2020-12-31	$1,147,704	12,535	-5.7%	Shares	Sole	2021-01-21
2020-09-30	$1,177,582	13,297	-0.8%	Shares	Sole	2020-10-14
2020-06-30	$1,071,245	13,409	-8.8%	Shares	Sole	2020-08-13
2020-03-31	$1,188,693	14,697	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.