TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV

Position in DUK — Duke Energy CORP

CIK 709089 RALEIGH, NC

Position in DUK

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$4,734,471

-$145,924 QoQ

Shares Held

37,403

+0.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

2.16%

of 13F equity value

Holder Rank

#533

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV holds $5,329,289 across 3 Utilities - Regulated Electric names. DUK ranks #1 (88.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	37,403	$4,734,471
2	AEP	American Electric Power Co Inc	2,767	$378,553
3	NEE	Nextera Energy Inc	2,464	$216,265

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,734,471	37,403	+0.4%	Shares	Sole	2026-07-24
2026-03-31	$4,880,395	37,272	+9.0%	Shares	Sole	2026-05-06
2025-12-31	$4,007,527	34,191	+4.6%	Shares	Sole	2026-01-21
2025-09-30	$4,046,748	32,701	+0.6%	Shares	Sole	2025-10-16
2025-06-30	$3,834,528	32,496	-2.3%	Shares	Sole	2025-07-16
2025-03-31	$4,056,478	33,258	+2.8%	Shares	Sole	2025-04-21
2024-12-31	$3,484,958	32,346	+0.7%	Shares	Sole	2025-02-06
2024-09-30	$3,705,165	32,135	+0.8%	Shares	Sole	2024-10-21
2024-06-30	$3,195,232	31,879	+0.7%	Shares	Sole	2024-07-25
2024-03-31	$3,062,612	31,668	+0.4%	Shares	Sole	2024-04-29
2023-12-31	$3,059,477	31,528	+6.0%	Shares	Sole	2024-02-01
2023-09-30	$2,626,352	29,757	+2.9%	Shares	Sole	2023-10-20
2023-06-30	$2,596,088	28,929	-0.8%	Shares	Sole	2023-08-07
2023-03-31	$2,813,740	29,167	-2.7%	Shares	Sole	2023-04-28
2022-12-31	$3,088,361	29,987	+2.8%	Shares	Sole	2023-02-01
2022-09-30	$2,714,695	29,184	-0.4%	Shares	Sole	2022-11-02
2022-06-30	$3,140,824	29,296	+0.9%	Shares	Sole	2022-07-25
2022-03-31	$3,241,601	29,031	+0.4%	Shares	Sole	2022-04-28
2021-12-31	$3,033,393	28,917	-1.0%	Shares	Sole	2022-02-02
2021-09-30	$2,849,530	29,199	+1.7%	Shares	Sole	2021-10-21
2021-06-30	$2,833,757	28,705	-0.2%	Shares	Sole	2021-07-21
2021-03-31	$2,777,168	28,770	+0.5%	Shares	Sole	2021-05-13
2020-12-31	$2,619,897	28,614	-1.3%	Shares	Sole	2021-02-02
2020-09-30	$2,566,645	28,982	+0.7%	Shares	Sole	2020-11-02
2020-06-30	$2,298,195	28,767	+1.1%	Shares	Sole	2020-08-11
2020-03-31	$2,301,197	28,452	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.