OneAscent Family Office, LLC

Family Office

Position in DUK — Duke Energy CORP

CIK 2055812 BIRMINGHAM, AL

Position in DUK

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$345,943

+$55,388 QoQ

Shares Held

2,733

+23.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,719

of 2,446 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

OneAscent Family Office, LLC holds $1,282,079 across 4 Utilities - Regulated Electric names. DUK ranks #2 (27.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	4,189	$400,929
2	DUK	Duke Energy CORP This page	2,733	$345,943
3	ETR	Entergy Corp /De/	2,791	$320,574
4	NGG	National Grid PLC	2,590	$214,633

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$345,943	2,733	+23.2%	Shares	Sole	2026-08-11
2026-03-31	$290,555	2,219	—	Shares	Sole	2026-04-21
No filing history on record for this holder in this stock.