Annis Gardner Whiting Capital Advisors, LLC

Position in DUK — Duke Energy CORP

CIK 1998414 TAMPA, FL

Back to DUK Full portfolio

Position in DUK

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

Position Value

$623,279

-$50,145 QoQ

Shares Held

4,924

-4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,346

of 2,443 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in DUK Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Annis Gardner Whiting Capital Advisors, LLC holds $2,738,530 across 6 Utilities - Regulated Electric names. DUK ranks #2 (22.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	7,258	$637,034
2	DUK	Duke Energy CORP This page	4,924	$623,279
3	AEP	American Electric Power Co Inc	4,516	$617,833
4	SO	Southern Co	4,495	$430,216
5	D	Dominion Energy, Inc	3,226	$220,303
6	ED	Consolidated Edison Inc	1,897	$209,865

All Filings in DUK

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12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$623,279	4,924	-4.3%	Shares	Sole	2026-08-10
2026-03-31	$673,424	5,143	+10.7%	Shares	Sole	2026-05-06
2025-12-31	$544,674	4,647	+156.2%	Shares	Sole	2026-02-09
2025-09-30	$224,482	1,814	-24.9%	Shares	Sole	2025-11-03
2025-06-30	$284,852	2,414	+34.0%	Shares	Sole	2025-08-11
2025-03-31	$219,667	1,801	+0.2%	Shares	Sole	2025-05-09
2024-12-31	$193,608	1,797	-42.3%	Shares	Sole	2025-02-12
2024-09-30	$359,159	3,115	+38.1%	Shares	Sole	2024-11-14
2024-06-30	$226,018	2,255	+0.8%	Shares	Sole	2024-08-12
2024-03-31	$216,243	2,236	+19.5%	Shares	Sole	2024-05-13
2023-12-31	$181,561	1,871	+68.4%	Shares	Sole	2024-02-09
2023-09-30	$98,056	1,111	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.