Position in DUK
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$4,056,889
-$52,793 QoQ
Shares Held
32,050
+2.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#581
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SALEM INVESTMENT COUNSELORS INC holds $23,259,193 across 19 Utilities - Regulated Electric names. DUK ranks #3 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
82,294 | $11,258,642 | |
| 2 | NEE |
Nextera Energy Inc
|
68,034 | $5,971,344 | |
| 3 | DUK |
Duke Energy CORP
This page
|
32,050 | $4,056,889 | |
| 4 | SO |
Southern Co
|
9,119 | $872,779 | |
| 5 | D |
Dominion Energy, Inc
|
5,702 | $389,389 | |
| 6 | AEE |
Ameren Corp
|
931 | $105,240 | |
| 7 | OGE |
Oge Energy Corp.
|
2,000 | $97,320 | |
| 8 | EIX |
Edison International
|
1,256 | $93,509 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,056,889 | 32,050 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $4,109,682 | 31,386 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,662,578 | 31,248 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $3,879,686 | 31,351 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $3,795,116 | 32,162 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $3,956,584 | 32,439 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,286,651 | 39,787 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $4,999,408 | 43,360 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,932,724 | 39,237 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $3,872,074 | 40,038 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $3,941,861 | 40,621 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $3,658,465 | 41,451 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $3,735,606 | 41,627 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $4,024,824 | 41,721 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,420,297 | 33,210 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,101,379 | 33,341 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,543,826 | 33,055 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $3,564,410 | 31,922 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,708,203 | 25,817 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,301,269 | 23,581 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,130,871 | 21,585 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $2,137,270 | 22,141 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,228,661 | 24,341 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $2,070,267 | 23,377 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,987,263 | 24,875 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,980,185 | 24,483 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||