WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
Position in DUK — Duke Energy CORP
CIK 771118
BERMUDA RUN, NC
Position in DUK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,678,523
+$257,989 QoQ
Shares Held
36,961
+9.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.20%
of 13F equity value
Holder Rank
#539
of 2,453 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV holds $5,040,211 across 2 Utilities - Regulated Electric names. DUK ranks #1 (92.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
36,961 | $4,678,523 | |
| 2 | SO |
Southern Co
|
3,779 | $361,688 |
All Filings in DUK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,678,523 | 36,961 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,420,534 | 33,760 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,918,916 | 33,435 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,676,860 | 29,712 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,821,734 | 23,913 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,780,184 | 22,794 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,283,441 | 21,194 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,421,876 | 21,005 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,312,005 | 23,067 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,257,579 | 33,684 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,063,167 | 21,261 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,867,669 | 21,161 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,904,821 | 21,226 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,951,105 | 20,225 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,167,630 | 21,047 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,860,213 | 19,998 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,276,282 | 21,232 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,436,644 | 21,822 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,196,291 | 20,937 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,041,777 | 20,922 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,110,633 | 21,380 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,040,258 | 21,136 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,954,439 | 21,346 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,907,051 | 21,534 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $1,749,990 | 21,905 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $1,761,404 | 21,778 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||