Richwood Investment Advisors, LLC

Position in DUK — Duke Energy CORP

CIK 1911900 Cincinnati, OH

Position in DUK

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$300,627

+$68,209 QoQ

Shares Held

2,375

+33.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,829

of 2,446 holders

Holding Since

Dec 2021

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Richwood Investment Advisors, LLC holds $1,640,216 across 4 Utilities - Regulated Electric names. DUK ranks #3 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	6,943	$664,514
2	ED	Consolidated Edison Inc	3,959	$437,984
3	DUK	Duke Energy CORP This page	2,375	$300,627
4	AEP	American Electric Power Co Inc	1,733	$237,091

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$300,627	2,375	+33.8%	Shares	Sole	2026-07-29
2026-03-31	$232,418	1,775	+5.3%	Shares	Sole	2026-05-15
2025-12-31	$197,498	1,685	0.0%	Shares	Sole	2026-02-12
2025-09-30	$208,518	1,685	0.0%	Shares	Sole	2025-10-16
2025-03-31	$205,519	1,685	+11.2%	Shares	Sole	2025-05-15
2021-12-31	$158,923	1,515	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.