Allen Mooney & Barnes Investment Advisors LLC
Position in DUK — Duke Energy CORP
CIK 2001461
Thomasville, GA
Position in DUK
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$600,242
-$446,754 QoQ
Shares Held
4,742
-40.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,369
of 2,446 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Allen Mooney & Barnes Investment Advisors LLC holds $23,194,248 across 5 Utilities - Regulated Electric names. DUK ranks #4 (2.6% of the industry book) .
All Filings in DUK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $600,242 | 4,742 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,046,996 | 7,996 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $935,335 | 7,980 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $988,391 | 7,987 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $940,578 | 7,971 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $979,175 | 8,028 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $863,105 | 8,011 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $927,703 | 8,046 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $813,667 | 8,118 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $889,151 | 9,194 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,045,411 | 10,773 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $879,599 | 9,966 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $645,230 | 7,190 | Shares | Sole | 2024-05-23 | |
| 2023-03-31 | $659,179 | 6,833 | Shares | Sole | 2024-05-23 | |
| 2022-12-31 | $819,491 | 7,957 | Shares | Sole | 2024-05-23 | |
| 2022-09-30 | $645,186 | 6,936 | Shares | Sole | 2024-05-23 | |
| 2022-06-30 | $741,571 | 6,917 | Shares | Sole | 2024-05-23 | |
| 2022-03-31 | $770,119 | 6,897 | Shares | Sole | 2024-05-23 | |
| No filing history on record for this holder in this stock. | ||||||