HIGHLAND CAPITAL MANAGEMENT, LLC

Position in DUK — Duke Energy CORP

CIK 860486 MEMPHIS, TN

Position in DUK

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$5,271,677

-$195,984 QoQ

Shares Held

41,647

-0.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#495

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Utilities · as of Jun 30, 2026

HIGHLAND CAPITAL MANAGEMENT, LLC holds $18,251,569 across 4 Utilities - Regulated Electric names. DUK ranks #2 (28.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	50,393	$6,894,266
2	DUK	Duke Energy CORP This page	41,647	$5,271,677
3	NEE	Nextera Energy Inc	57,837	$5,076,353
4	NGG	National Grid PLC	12,179	$1,009,273

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,271,677	41,647	-0.3%	Shares	Sole	2026-07-21
2026-03-31	$5,467,661	41,757	-0.3%	Shares	Sole	2026-04-13
2025-12-31	$4,908,754	41,880	-4.2%	Shares	Sole	2026-02-02
2025-09-30	$5,407,875	43,700	-1.0%	Shares	Sole	2025-10-16
2025-06-30	$5,209,700	44,150	-0.1%	Shares	Sole	2025-07-22
2025-03-31	$5,388,634	44,180	-0.9%	Shares	Sole	2025-04-24
2024-12-31	$4,805,419	44,602	-2.0%	Shares	Sole	2025-01-23
2024-09-30	$5,248,686	45,522	-4.7%	Shares	Sole	2024-10-23
2024-06-30	$4,789,691	47,787	+5.4%	Shares	Sole	2024-07-25
2024-03-31	$4,386,088	45,353	-1.3%	Shares	Sole	2024-05-07
2023-12-31	$4,457,338	45,933	+0.6%	Shares	Sole	2024-01-17
2023-09-30	$4,029,333	45,653	-6.5%	Shares	Sole	2023-11-14
2023-06-30	$4,380,119	48,809	-1.4%	Shares	Sole	2023-08-09
2023-03-31	$4,773,528	49,482	-0.5%	Shares	Sole	2023-05-11
2022-12-31	$5,121,589	49,729	-0.5%	Shares	Sole	2023-02-07
2022-09-30	$4,647,186	49,959	-0.3%	Shares	Sole	2022-11-10
2022-06-30	$5,370,041	50,089	-0.4%	Shares	Sole	2022-07-14
2022-03-31	$5,616,386	50,299	-0.2%	Shares	Sole	2022-04-19
2021-12-31	$5,288,953	50,419	-1.1%	Shares	Sole	2022-01-28
2021-09-30	$4,975,040	50,979	-2.5%	Shares	Sole	2021-10-25
2021-06-30	$5,160,982	52,279	-2.3%	Shares	Sole	2021-07-30
2021-03-31	$5,167,830	53,536	-8.2%	Shares	Sole	2021-04-27
2020-12-31	$5,339,321	58,315	-6.7%	Shares	Sole	2021-01-21
2020-09-30	$5,536,328	62,515	+1.6%	Shares	Sole	2020-10-16
2020-06-30	$4,917,549	61,554	+0.7%	Shares	Sole	2020-07-22
2020-03-31	$4,944,517	61,134	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.