ADIRONDACK TRUST CO

Bank

Position in DUK — Duke Energy CORP

CIK 1054257 SARATOGA SPRINGS, NY

Position in DUK

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

Position Value

$850,617

+$223,940 QoQ

Shares Held

6,720

+40.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,176

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

ADIRONDACK TRUST CO holds $4,913,584 across 14 Utilities - Regulated Electric names. DUK ranks #3 (17.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	21,901	$1,922,250
2	SO	Southern Co	11,470	$1,097,793
3	DUK	Duke Energy CORP This page	6,720	$850,617
4	D	Dominion Energy, Inc	3,362	$229,590
5	CNP	Centerpoint Energy Inc	5,000	$220,200
6	ETR	Entergy Corp /De/	1,751	$201,119
7	DTE	Dte Energy Co	1,200	$182,843
8	EXC	Exelon Corp	1,838	$85,686

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$850,617	6,720	+40.4%	Shares	Sole	2026-07-16
2026-03-31	$626,677	4,786	-4.1%	Shares	Sole	2026-04-03
2025-12-31	$584,877	4,990	+0.3%	Shares	Sole	2026-01-08
2025-09-30	$615,903	4,977	+22.5%	Shares	Sole	2025-10-20
2025-06-30	$479,434	4,063	-2.6%	Shares	Sole	2025-07-11
2025-03-31	$508,979	4,173	-7.8%	Shares	Sole	2025-04-03
2024-12-31	$487,523	4,525	-0.7%	Shares	Sole	2025-01-17
2024-09-30	$525,190	4,555	-1.6%	Shares	Sole	2024-10-08
2024-06-30	$463,763	4,627	-1.4%	Shares	Sole	2024-07-09
2024-03-31	$454,053	4,695	-0.4%	Shares	Sole	2024-04-09
2023-12-31	$457,252	4,712	-11.7%	Shares	Sole	2024-03-29
2023-09-30	$471,219	5,339	+0.1%	Shares	Sole	2023-10-31
2023-06-30	$478,672	5,334	-4.3%	Shares	Sole	2023-08-09
2023-03-31	$537,915	5,576	+4.0%	Shares	Sole	2023-04-28
2022-12-31	$552,128	5,361	+2.2%	Shares	Sole	2023-01-13
2022-09-30	$487,889	5,245	+35.7%	Shares	Sole	2022-10-13
2022-06-30	$414,366	3,865	+10.9%	Shares	Sole	2022-07-06
2022-03-31	$389,134	3,485	+100.6%	Shares	Sole	2022-04-05
2021-12-31	$182,211	1,737	+3.0%	Shares	Sole	2022-01-13
2021-09-30	$164,634	1,687	+4.5%	Shares	Sole	2021-11-16
2021-06-30	$159,432	1,615	+5.6%	Shares	Sole	2021-07-15
2021-03-31	$147,690	1,530	+8.1%	Shares	Sole	2021-04-16
2020-12-31	$129,557	1,415	-5.7%	Shares	Sole	2021-02-12
2020-09-30	$132,840	1,500	-3.8%	Shares	Sole	2020-10-05
2020-06-30	$124,628	1,560	0.0%	Shares	Sole	2020-08-19
2020-03-31	$126,172	1,560	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.