Alley Investment Management Company, LLC / DUK
Alley Investment Management Company, LLC’s Duke Energy Corp New Position
Does Alley Investment Management Company, LLC own Duke Energy Corp New (DUK)? Yes — 87.1K shares worth $11M (+1.39% of its 13F portfolio) as of Q1 2026, down from 87.4K shares the prior filed quarter.
Position Value
$11M
Q1 2026
Shares
87.1K
% of Portfolio
+1.39%
Quarters Held
17
currently held
Position History DUK
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 87.1K | $11M | +1.39% |
| Q4 2025 | 87.4K | $10M | +1.20% |
| Q3 2025 | 88.0K | $11M | +1.26% |
| Q2 2025 | 77.9K | $9M | +1.11% |
| Q1 2025 | 77.1K | $9M | +1.18% |
| Q4 2024 | 76.5K | $8M | +1.04% |
| Q3 2024 | 56.1K | $6M | +0.82% |
| Q2 2024 | 55.7K | $6M | +0.76% |
| Q1 2024 | 55.2K | $5M | +0.73% |
| Q4 2023 | 55.5K | $5M | +0.79% |
| Q3 2023 | 49.7K | $4M | +0.74% |
| Q2 2023 | 47.7K | $4M | +0.69% |
| Q1 2023 | 46.2K | $4M | +0.74% |
| Q4 2022 | 16.9K | $1,742 | +0.30% |
| Q3 2022 | 16.6K | $2M | +0.31% |
| Q2 2022 | 15.7K | $2M | +0.32% |
| Q1 2022 | 15.1K | $2M | +0.28% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Alley Investment Management Company, LLC’s full portfolio or all institutional holders of DUK.