Bell Bank

Bank

Position in DUK — Duke Energy CORP

CIK 1002672 FARGO, ND

Position in DUK

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$10,461,583

+$25,928 QoQ

Shares Held

82,648

+3.7% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

#322

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Bell Bank holds $25,187,358 across 4 Utilities - Regulated Electric names. DUK ranks #2 (41.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	140,136	$13,412,416
2	DUK	Duke Energy CORP This page	82,648	$10,461,583
3	NEE	Nextera Energy Inc	11,004	$965,821
4	XEL	Xcel Energy Inc	4,328	$347,538

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,461,583	82,648	+3.7%	Shares	Defined	2026-07-16
2026-03-31	$10,435,655	79,698	+2.8%	Shares	Defined	2026-04-23
2025-12-31	$9,088,579	77,541	-2.2%	Shares	Defined	2026-01-14
2025-09-30	$9,811,394	79,284	+0.9%	Shares	Defined	2025-10-21
2025-06-30	$9,275,626	78,607	-10.3%	Shares	Defined	2025-07-11
2025-03-31	$10,688,108	87,629	+3.7%	Shares	Defined	2025-04-18
2024-12-31	$9,106,831	84,526	+14.1%	Shares	Defined	2025-02-03
2024-09-30	$8,542,230	74,087	-15.3%	Shares	Defined	2024-11-06
2024-06-30	$8,769,724	87,496	-1.9%	Shares	Sole	2024-07-31
2024-03-31	$8,627,112	89,206	+2.7%	Shares	Sole	2024-04-23
2023-12-31	$8,428,894	86,860	+1.5%	Shares	Sole	2024-01-23
2023-09-30	$7,554,526	85,594	-0.1%	Shares	Sole	2023-10-30
2023-06-30	$7,686,769	85,656	-4.5%	Shares	Sole	2023-07-27
2023-03-31	$8,648,824	89,653	+9.8%	Shares	Sole	2023-04-19
2022-12-31	$8,405,734	81,617	-6.6%	Shares	Sole	2023-01-31
2022-09-30	$8,124,366	87,340	+14.7%	Shares	Sole	2022-10-11
2022-06-30	$8,165,542	76,164	+6.8%	Shares	Sole	2022-07-15
2022-03-31	$7,965,824	71,340	+19.1%	Shares	Sole	2022-04-25
2021-12-31	$6,282,880	59,894	+21.2%	Shares	Sole	2022-02-01
2021-09-30	$4,822,800	49,419	+5.0%	Shares	Sole	2021-10-22
2021-06-30	$4,647,935	47,082	+7.2%	Shares	Sole	2021-07-30
2021-03-31	$4,239,597	43,920	+9.7%	Shares	Sole	2021-05-07
2020-12-31	$3,667,069	40,051	+29.6%	Shares	Sole	2021-02-05
2020-09-30	$2,736,946	30,905	-3.3%	Shares	Sole	2020-11-05
2020-06-30	$2,552,405	31,949	-8.8%	Shares	Sole	2020-08-13
2020-03-31	$2,833,792	35,037	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.