BURNEY CO/

Position in DUK — Duke Energy CORP

CIK 940445 RESTON, VA

Position in DUK

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$661,886

+$333,227 QoQ

Shares Held

5,229

+108.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,315

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BURNEY CO/ holds $28,823,386 across 12 Utilities - Regulated Electric names. DUK ranks #12 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCG	PG&E Corp	430,996	$7,249,352
2	EIX	Edison International	83,313	$6,202,652
3	ES	Eversource Energy	63,108	$4,560,815
4	PNW	Pinnacle West Capital Corp	23,036	$2,464,852
5	ETR	Entergy Corp /De/	14,220	$1,633,309
6	D	Dominion Energy, Inc	18,978	$1,296,007
7	HE	Hawaiian Electric Industries Inc	84,369	$1,141,512
8	SO	Southern Co	11,467	$1,097,506

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$661,886	5,229	+108.3%	Shares	Sole	2026-07-15
2026-03-31	$328,659	2,510	-0.1%	Shares	Sole	2026-04-29
2025-12-31	$294,548	2,513	-5.8%	Shares	Sole	2026-01-23
2025-09-30	$330,165	2,668	-16.4%	Shares	Sole	2025-10-16
2025-06-30	$376,656	3,192	0.0%	Shares	Sole	2025-08-05
2025-03-31	$389,328	3,192	-5.8%	Shares	Sole	2025-05-06
2024-12-31	$364,915	3,387	0.0%	Shares	Sole	2025-01-14
2024-09-30	$390,521	3,387	-1.4%	Shares	Sole	2024-10-18
2024-06-30	$344,189	3,434	-2.7%	Shares	Sole	2024-07-29
2024-03-31	$341,192	3,528	-19.8%	Shares	Sole	2024-05-22
2023-12-31	$426,878	4,399	-3.7%	Shares	Sole	2024-02-12
2023-09-30	$403,259	4,569	-21.5%	Shares	Sole	2023-11-08
2023-06-30	$522,645	5,824	-7.4%	Shares	Sole	2023-08-09
2023-03-31	$606,699	6,289	+0.8%	Shares	Sole	2023-05-10
2022-12-31	$642,554	6,239	0.0%	Shares	Sole	2023-02-06
2022-09-30	$580,351	6,239	+10.3%	Shares	Sole	2022-11-15
2022-06-30	$606,379	5,656	-8.4%	Shares	Sole	2022-08-12
2022-03-31	$689,835	6,178	-0.9%	Shares	Sole	2022-05-09
2021-12-31	$654,261	6,237	+77.3%	Shares	Sole	2022-02-11
2021-09-30	$343,321	3,518	-1.2%	Shares	Sole	2021-11-12
2021-06-30	$351,443	3,560	-11.4%	Shares	Sole	2021-08-06
2021-03-31	$387,761	4,017	-3.2%	Shares	Sole	2021-05-13
2020-12-31	$379,974	4,150	-6.7%	Shares	Sole	2021-02-11
2020-09-30	$394,003	4,449	+5.1%	Shares	Sole	2020-12-14
2020-06-30	$338,334	4,235	+0.6%	Shares	Sole	2020-08-13
2020-03-31	$340,343	4,208	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.