Alley Investment Management Company, LLC
Position in DUK — Duke Energy CORP
CIK 1917618
LAKE FOREST, IL
Position in DUK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$10,735,123
-$675,512 QoQ
Shares Held
84,809
-2.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#320
of 2,440 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Alley Investment Management Company, LLC holds $24,442,130 across 4 Utilities - Regulated Electric names. DUK ranks #1 (43.9% of the industry book) .
All Filings in DUK
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,735,123 | 84,809 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $11,410,635 | 87,144 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $10,245,208 | 87,409 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $10,892,227 | 88,018 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $9,193,380 | 77,910 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $9,399,861 | 77,067 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $8,239,631 | 76,477 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,464,063 | 56,063 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,583,312 | 55,705 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,337,328 | 55,189 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,381,547 | 55,457 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,385,815 | 49,692 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $4,282,303 | 47,719 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,458,264 | 46,214 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,742,075 | 16,915 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,540,690 | 16,563 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,687,914 | 15,744 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,681,264 | 15,057 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||