INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV

Position in DUK — Duke Energy CORP

CIK 867926 ATLANTA, GA

Back to DUK Full portfolio

Position in DUK

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$453,915

-$15,635 QoQ

Shares Held

3,586

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,541

of 2,446 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, 2026

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV holds $1,785,129 across 4 Utilities - Regulated Electric names. DUK ranks #3 (25.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	6,111	$536,362
2	D	Dominion Energy, Inc	7,432	$507,531
3	DUK	Duke Energy CORP This page	3,586	$453,915
4	SO	Southern Co	3,002	$287,321

All Filings in DUK

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$453,915	3,586	0.0%	Shares	Sole	2026-07-22
2026-03-31	$469,550	3,586	0.0%	Shares	Sole	2026-04-27
2025-12-31	$420,315	3,586	-0.3%	Shares	Sole	2026-02-04
2025-09-30	$444,881	3,595	+22.8%	Shares	Sole	2025-10-23
2025-06-30	$345,504	2,928	+2.3%	Shares	Sole	2025-07-22
2025-03-31	$349,078	2,862	-2.8%	Shares	Sole	2025-04-29
2024-12-31	$317,294	2,945	0.0%	Shares	Sole	2025-02-03
2024-09-30	$339,558	2,945	0.0%	Shares	Sole	2024-10-29
2024-06-30	$295,177	2,945	0.0%	Shares	Sole	2024-07-29
2024-03-31	$284,810	2,945	+1.7%	Shares	Sole	2024-04-22
2023-12-31	$280,930	2,895	-77.7%	Shares	Sole	2024-01-31
2023-09-30	$1,148,262	13,010	+294.8%	Shares	Sole	2023-11-09
2023-06-30	$295,693	3,295	0.0%	Shares	Sole	2023-08-04
2023-03-31	$317,868	3,295	+1.1%	Shares	Sole	2023-05-01
2022-12-31	$335,541	3,258	0.0%	Shares	Sole	2023-02-02
2022-09-30	$303,059	3,258	+12.0%	Shares	Sole	2022-10-27
2022-06-30	$311,873	2,909	0.0%	Shares	Sole	2022-08-01
2022-03-31	$324,818	2,909	0.0%	Shares	Sole	2022-04-20
2021-12-31	$305,154	2,909	-0.3%	Shares	Sole	2022-02-03
2021-09-30	$284,670	2,917	0.0%	Shares	Sole	2021-10-14
2021-06-30	$287,966	2,917	+1.5%	Shares	Sole	2021-07-09
2021-03-31	$277,427	2,874	0.0%	Shares	Sole	2021-04-21
2020-12-31	$263,143	2,874	0.0%	Shares	Sole	2021-01-28
2020-09-30	$254,521	2,874	0.0%	Shares	Sole	2020-10-14
2020-06-30	$229,603	2,874	-5.6%	Shares	Sole	2020-07-31
2020-03-31	$246,198	3,044	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.