Davidson Capital Management Inc.

Position in DUK — Duke Energy CORP

CIK 1808748 CORPUS CHRISTI, TX

Position in DUK

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,358,529

-$65,802 QoQ

Shares Held

34,433

+1.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.32%

of 13F equity value

Holder Rank

#559

of 2,446 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Davidson Capital Management Inc. holds $13,499,000 across 3 Utilities - Regulated Electric names. DUK ranks #2 (32.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	34,958	$4,782,603
2	DUK	Duke Energy CORP This page	34,433	$4,358,529
3	NEE	Nextera Energy Inc	49,651	$4,357,868

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,358,529	34,433	+1.9%	Shares	Sole	2026-07-28
2026-03-31	$4,424,331	33,789	+42670.9%	Shares	Sole	2026-04-14
2025-12-31	$9,259	79	—	Shares	Sole	2026-01-28
No filing history on record for this holder in this stock.