WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

Position in DUK — Duke Energy CORP

CIK 752365 SOUTH BEND, IN

Back to DUK Full portfolio

Position in DUK

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$478,472

+$3,946 QoQ

Shares Held

3,780

+4.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,514

of 2,446 holders

Holding Since

Jun 2020

10 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, 2026

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV holds $4,539,957 across 4 Utilities - Regulated Electric names. DUK ranks #4 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	21,363	$1,875,030
2	AEP	American Electric Power Co Inc	8,755	$1,197,771
3	SO	Southern Co	10,330	$988,684
4	DUK	Duke Energy CORP This page	3,780	$478,472

All Filings in DUK

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10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$478,472	3,780	+4.3%	Shares	Sole	2026-08-12
2026-03-31	$474,526	3,624	+9.6%	Shares	Sole	2026-05-11
2025-12-31	$387,496	3,306	-6.2%	Shares	Sole	2026-02-11
2025-09-30	$435,971	3,523	+9.5%	Shares	Sole	2025-11-13
2025-06-30	$379,606	3,217	+4.1%	Shares	Sole	2025-08-11
2025-03-31	$376,765	3,089	+6.0%	Shares	Sole	2025-04-21
2024-12-31	$313,954	2,914	+1.3%	Shares	Sole	2025-01-29
2024-09-30	$331,602	2,876	+0.1%	Shares	Sole	2024-10-25
2024-06-30	$287,960	2,873	+5.1%	Shares	Sole	2024-07-15
2020-06-30	$218,339	2,733	—	Shares	Sole	2020-07-16
No filing history on record for this holder in this stock.