NORTH STAR ASSET MANAGEMENT INC

Position in DUK — Duke Energy CORP

CIK 1056559 NEENAH, WI

Position in DUK

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$323,552

+$34,161 QoQ

Shares Held

2,471

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

NORTH STAR ASSET MANAGEMENT INC holds $1,620,623 across 5 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	6,401	$561,815
2	AEP	American Electric Power Co Inc	2,099	$287,164
3	SO	Southern Co	2,826	$270,476
4	LNT	Alliant Energy Corp	3,340	$254,808
5	XEL	Xcel Energy Inc	3,068	$246,360

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$323,552	2,471	+0.1%	Shares	Sole	2026-05-06
2025-12-31	$289,391	2,469	+0.1%	Shares	Sole	2026-02-09
2025-09-30	$305,291	2,467	+0.1%	Shares	Sole	2025-11-10
2025-06-30	$290,752	2,464	+0.1%	Shares	Sole	2025-08-12
2025-03-31	$300,290	2,462	-6.0%	Shares	Sole	2025-05-08
2024-12-31	$282,278	2,620	+30.7%	Shares	Sole	2025-02-19
2024-09-30	$231,061	2,004	-1.3%	Shares	Sole	2024-11-14
2022-12-31	$209,069	2,030	—	Shares	Sole	2023-03-06
No filing history on record for this holder in this stock.