Walker Asset Management, LLC

Position in DUK — Duke Energy CORP

CIK 1923053 SPRINGFIELD, MO

Position in DUK

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$634,039

-$17,125 QoQ

Shares Held

5,009

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,336

of 2,446 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Walker Asset Management, LLC holds $2,342,929 across 6 Utilities - Regulated Electric names. DUK ranks #1 (27.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	5,009	$634,039
2	D	Dominion Energy, Inc	6,541	$446,684
3	NEE	Nextera Energy Inc	5,068	$444,818
4	EVRG	Evergy, Inc.	4,576	$395,503
5	CMS	Cms Energy Corp	2,836	$216,954
6	WEC	Wec Energy Group, Inc.	1,755	$204,931

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$634,039	5,009	+0.7%	Shares	Sole	2026-07-10
2026-03-31	$651,164	4,973	+1.7%	Shares	Sole	2026-04-24
2025-12-31	$572,922	4,888	+0.8%	Shares	Sole	2026-01-16
2025-09-30	$600,187	4,850	+0.7%	Shares	Sole	2025-10-14
2025-06-30	$568,052	4,814	+0.8%	Shares	Sole	2025-07-17
2025-03-31	$582,772	4,778	-5.9%	Shares	Sole	2025-04-15
2024-12-31	$546,888	5,076	+2.8%	Shares	Sole	2025-01-15
2024-09-30	$569,351	4,938	+0.7%	Shares	Sole	2024-10-23
2024-06-30	$491,527	4,904	+0.8%	Shares	Sole	2024-07-12
2024-03-31	$470,494	4,865	+0.8%	Shares	Sole	2024-04-10
2023-12-31	$468,120	4,824	—	Shares	Sole	2024-01-08
No filing history on record for this holder in this stock.