BROOKS, MOORE & ASSOCIATES, INC.

Position in DUK — Duke Energy CORP

CIK 1767040 CHATTANOOGA, TN

Position in DUK

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,588,199

+$22,288 QoQ

Shares Held

12,547

+4.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#904

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

BROOKS, MOORE & ASSOCIATES, INC. holds $5,732,476 across 4 Utilities - Regulated Electric names. DUK ranks #2 (27.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	24,673	$2,361,452
2	DUK	Duke Energy CORP This page	12,547	$1,588,199
3	NEE	Nextera Energy Inc	17,845	$1,566,255
4	AEP	American Electric Power Co Inc	1,583	$216,570

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,588,199	12,547	+4.9%	Shares	Sole	2026-08-17
2026-03-31	$1,565,911	11,959	-5.0%	Shares	Sole	2026-05-15
2025-12-31	$1,474,736	12,582	+1.2%	Shares	Sole	2026-02-17
2025-09-30	$1,538,460	12,432	-0.6%	Shares	Sole	2025-11-17
2025-06-30	$1,475,826	12,507	-0.6%	Shares	Sole	2025-08-15
2025-03-31	$1,534,626	12,582	-0.0%	Shares	Sole	2025-05-14
2024-12-31	$1,355,692	12,583	0.0%	Shares	Sole	2025-02-14
2024-09-30	$1,450,819	12,583	+0.1%	Shares	Sole	2024-11-14
2024-06-30	$1,259,991	12,571	0.0%	Shares	Sole	2024-08-15
2024-03-31	$1,215,741	12,571	0.0%	Shares	Sole	2024-05-14
2023-12-31	$1,219,889	12,571	0.0%	Shares	Sole	2024-02-15
2023-09-30	$1,109,516	12,571	-5.9%	Shares	Sole	2023-11-15
2023-06-30	$1,199,195	13,363	-1.5%	Shares	Sole	2023-08-15
2023-03-31	$1,308,519	13,564	-1.4%	Shares	Sole	2023-05-15
2022-12-31	$1,417,451	13,763	0.0%	Shares	Sole	2023-02-03
2022-09-30	$1,280,234	13,763	-0.0%	Shares	Sole	2022-11-17
2022-06-30	$1,475,638	13,764	+0.0%	Shares	Sole	2022-08-04
2022-03-31	$1,536,776	13,763	-2.4%	Shares	Sole	2022-05-03
2021-12-31	$1,478,880	14,098	-0.4%	Shares	Sole	2022-02-04
2021-09-30	$1,380,703	14,148	+0.0%	Shares	Sole	2021-11-08
2021-06-30	$1,396,591	14,147	-4.1%	Shares	Sole	2021-07-21
2021-03-31	$1,423,914	14,751	-0.6%	Shares	Sole	2021-05-04
2020-12-31	$1,359,299	14,846	-0.1%	Shares	Sole	2021-02-08
2020-09-30	$1,315,558	14,855	+5.9%	Shares	Sole	2020-11-02
2020-06-30	$1,120,936	14,031	-10.4%	Shares	Sole	2020-08-10
2020-03-31	$1,266,742	15,662	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.