Position in DUK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,558,652
-$175,876 QoQ
Shares Held
36,014
-0.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#547
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LEAVELL INVESTMENT MANAGEMENT, INC. holds $31,602,800 across 11 Utilities - Regulated Electric names. DUK ranks #2 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
188,777 | $18,067,846 | |
| 2 | DUK |
Duke Energy CORP
This page
|
36,014 | $4,558,652 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
30,676 | $3,582,036 | |
| 4 | NEE |
Nextera Energy Inc
|
19,586 | $1,719,063 | |
| 5 | ED |
Consolidated Edison Inc
|
12,843 | $1,420,821 | |
| 6 | LNT |
Alliant Energy Corp
|
6,268 | $478,185 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,466 | $474,183 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
5,132 | $416,513 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,558,652 | 36,014 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,734,528 | 36,158 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,195,063 | 35,791 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,845,183 | 39,153 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,852,986 | 41,127 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $4,956,738 | 40,639 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,404,195 | 40,878 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,772,267 | 41,390 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $4,103,516 | 40,941 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,797,221 | 39,264 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $4,188,149 | 43,159 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $3,839,663 | 43,504 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $4,261,303 | 47,485 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $4,724,907 | 48,978 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $5,019,217 | 48,735 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $4,853,690 | 52,179 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $5,410,459 | 50,466 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $5,433,710 | 48,663 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $4,812,182 | 45,874 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $4,491,091 | 46,020 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $4,566,194 | 46,254 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $4,464,898 | 46,254 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $4,284,183 | 46,791 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $4,989,293 | 56,338 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $4,629,385 | 57,947 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $4,686,753 | 57,947 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||