HERITAGE INVESTORS MANAGEMENT CORP

Position in DUK — Duke Energy CORP

CIK 937589 BETHESDA, MD

Position in DUK

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,467,441

-$66,128 QoQ

Shares Held

11,593

-1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#951

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

HERITAGE INVESTORS MANAGEMENT CORP holds $15,774,627 across 5 Utilities - Regulated Electric names. DUK ranks #2 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	149,140	$13,090,017
2	DUK	Duke Energy CORP This page	11,593	$1,467,441
3	SO	Southern Co	4,881	$467,160
4	XEL	Xcel Energy Inc	5,472	$439,401
5	WEC	Wec Energy Group, Inc.	2,660	$310,608

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,467,441	11,593	-1.0%	Shares	Sole	2026-08-04
2026-03-31	$1,533,569	11,712	+51.4%	Shares	Sole	2026-04-24
2025-12-31	$906,853	7,737	-0.3%	Shares	Sole	2026-02-06
2025-09-30	$960,176	7,759	-0.5%	Shares	Sole	2025-11-04
2025-06-30	$919,810	7,795	+1.7%	Shares	Sole	2025-08-04
2025-03-31	$934,412	7,661	-16.5%	Shares	Sole	2025-05-05
2024-12-31	$988,729	9,177	+13.1%	Shares	Sole	2025-02-05
2024-09-30	$935,774	8,116	-23.2%	Shares	Sole	2024-10-30
2024-06-30	$1,059,832	10,574	-17.0%	Shares	Sole	2024-07-30
2024-03-31	$1,231,505	12,734	-3.5%	Shares	Sole	2024-04-29
2023-12-31	$1,280,928	13,200	-3.4%	Shares	Sole	2024-02-07
2023-09-30	$1,205,808	13,662	-8.2%	Shares	Sole	2023-11-09
2023-06-30	$1,334,972	14,876	-9.9%	Shares	Sole	2023-08-01
2023-03-31	$1,592,430	16,507	-2.4%	Shares	Sole	2023-05-01
2022-12-31	$1,741,560	16,910	-0.1%	Shares	Sole	2023-02-06
2022-09-30	$1,573,991	16,921	-1.2%	Shares	Sole	2022-10-27
2022-06-30	$1,836,614	17,131	-2.8%	Shares	Sole	2022-08-01
2022-03-31	$1,967,672	17,622	-4.0%	Shares	Sole	2022-05-02
2021-12-31	$1,925,439	18,355	-1.1%	Shares	Sole	2022-01-28
2021-09-30	$1,810,294	18,550	-3.4%	Shares	Sole	2021-10-28
2021-06-30	$1,894,930	19,195	-0.7%	Shares	Sole	2021-07-29
2021-03-31	$1,865,924	19,330	+4.1%	Shares	Sole	2021-04-23
2020-12-31	$1,700,727	18,575	+1.0%	Shares	Sole	2021-01-28
2020-09-30	$1,628,795	18,392	-0.2%	Shares	Sole	2020-10-29
2020-06-30	$1,472,692	18,434	+4.3%	Shares	Sole	2020-07-24
2020-03-31	$1,428,826	17,666	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.