LOWE BROCKENBROUGH & CO INC

Position in DUK — Duke Energy CORP

CIK 22657 RICHMOND, VA

Position in DUK

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$12,903,818

-$407,280 QoQ

Shares Held

101,942

+0.3% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

1.04%

of 13F equity value

Holder Rank

#292

of 2,440 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

LOWE BROCKENBROUGH & CO INC holds $17,422,376 across 5 Utilities - Regulated Electric names. DUK ranks #1 (74.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	101,942	$12,903,818
2	D	Dominion Energy, Inc	31,895	$2,178,109
3	NEE	Nextera Energy Inc	15,579	$1,367,368
4	SO	Southern Co	6,592	$630,920
5	AEP	American Electric Power Co Inc	2,501	$342,161

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,903,818	101,942	+0.3%	Shares	Sole	2026-08-03
2026-03-31	$13,311,098	101,658	+2.1%	Shares	Sole	2026-05-07
2025-12-31	$11,669,779	99,563	+1.0%	Shares	Sole	2026-02-11
2025-09-30	$12,199,646	98,583	+2.9%	Shares	Sole	2025-11-05
2025-06-30	$11,300,624	95,768	-1.4%	Shares	Sole	2025-08-11
2025-03-31	$11,842,189	97,091	+10.6%	Shares	Sole	2025-05-13
2024-12-31	$9,454,723	87,755	+0.0%	Shares	Sole	2025-02-11
2024-09-30	$10,113,539	87,715	+27.1%	Shares	Sole	2024-10-28
2024-06-30	$6,917,172	69,013	+5.5%	Shares	Sole	2024-08-12
2024-03-31	$6,326,284	65,415	+982.3%	Shares	Sole	2024-05-15
2023-12-31	$586,509	6,044	+2.5%	Shares	Sole	2024-02-14
2023-09-30	$520,645	5,899	+0.4%	Shares	Sole	2023-11-14
2023-06-30	$527,491	5,878	-0.8%	Shares	Sole	2023-08-10
2023-03-31	$571,874	5,928	+5.3%	Shares	Sole	2023-05-12
2022-12-31	$579,627	5,628	+44.3%	Shares	Sole	2023-02-14
2022-09-30	$362,871	3,901	-2.0%	Shares	Sole	2022-11-01
2022-06-30	$426,695	3,980	+2.6%	Shares	Sole	2022-07-27
2022-03-31	$433,240	3,880	+0.2%	Shares	Sole	2022-05-04
2021-12-31	$406,382	3,874	+85.3%	Shares	Sole	2022-02-14
2021-03-31	$201,844	2,091	-6.1%	Shares	Sole	2021-05-14
2020-12-31	$203,904	2,227	-2.7%	Shares	Sole	2021-02-04
2020-09-30	$202,713	2,289	-15.8%	Shares	Sole	2020-10-26
2020-06-30	$217,061	2,717	+7.9%	Shares	Sole	2020-08-13
2020-03-31	$203,574	2,517	—	Shares	Sole	2020-05-21
No filing history on record for this holder in this stock.