ROWLANDMILLER & PARTNERS.ADV

Position in DUK — Duke Energy CORP

CIK 225816 ATLANTA, GA

Position in DUK

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$3,194,119

-$111,854 QoQ

Shares Held

25,234

-0.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#647

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

ROWLANDMILLER & PARTNERS.ADV holds $9,377,909 across 8 Utilities - Regulated Electric names. DUK ranks #1 (34.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	25,234	$3,194,119
2	NEE	Nextera Energy Inc	30,180	$2,648,898
3	SO	Southern Co	12,403	$1,187,091
4	WEC	Wec Energy Group, Inc.	9,728	$1,135,938
5	D	Dominion Energy, Inc	8,145	$556,222
6	ED	Consolidated Edison Inc	2,517	$278,455
7	AEP	American Electric Power Co Inc	1,758	$240,511
8	DTE	Dte Energy Co	897	$136,675

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,194,119	25,234	-0.1%	Shares	Sole	2026-07-23
2026-03-31	$3,305,973	25,248	-2.1%	Shares	Sole	2026-04-01
2025-12-31	$3,022,377	25,786	-1.5%	Shares	Sole	2026-02-12
2025-09-30	$3,238,166	26,167	-1.4%	Shares	Sole	2025-10-01
2025-06-30	$3,132,900	26,550	-0.0%	Shares	Sole	2025-07-01
2025-03-31	$3,238,913	26,555	+1.3%	Shares	Sole	2025-04-15
2024-12-31	$2,824,511	26,216	-0.4%	Shares	Sole	2025-02-04
2024-09-30	$3,034,119	26,315	+0.1%	Shares	Sole	2024-10-23
2024-06-30	$2,636,149	26,301	-0.2%	Shares	Sole	2024-07-29
2024-03-31	$2,549,082	26,358	-0.4%	Shares	Sole	2024-04-08
2023-12-31	$2,569,231	26,476	-3.5%	Shares	Sole	2024-01-03
2023-09-30	$2,420,971	27,430	+0.1%	Shares	Sole	2023-10-26
2023-06-30	$2,460,042	27,413	-1.4%	Shares	Sole	2023-08-04
2023-03-31	$2,682,830	27,810	+0.6%	Shares	Sole	2023-04-25
2022-12-31	$2,848,085	27,654	+0.1%	Shares	Sole	2023-01-04
2022-09-30	$2,570,979	27,639	+1.1%	Shares	Sole	2022-10-06
2022-06-30	$2,929,513	27,325	+0.4%	Shares	Sole	2022-08-15
2022-03-31	$3,038,268	27,210	+2.7%	Shares	Sole	2022-04-26
2021-12-31	$2,780,059	26,502	+8.3%	Shares	Sole	2022-02-14
2021-09-30	$2,388,515	24,475	-6.4%	Shares	Sole	2021-11-08
2021-06-30	$2,580,639	26,141	+0.5%	Shares	Sole	2021-08-09
2021-03-31	$2,510,648	26,009	+0.8%	Shares	Sole	2021-05-11
2020-12-31	$2,362,797	25,806	+5.3%	Shares	Sole	2021-02-11
2020-09-30	$2,170,162	24,505	+0.1%	Shares	Sole	2020-11-12
2020-06-30	$1,955,307	24,475	-0.1%	Shares	Sole	2020-08-10
2020-03-31	$1,981,964	24,505	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.