BAKER BOYER NATIONAL BANK

Bank

Position in DUK — Duke Energy CORP

CIK 1079398 WALLA WALLA, WA

Position in DUK

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$409,233

-$30,594 QoQ

Shares Held

3,233

-3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

#1,617

of 2,446 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

BAKER BOYER NATIONAL BANK holds $1,074,163 across 3 Utilities - Regulated Electric names. DUK ranks #1 (38.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	3,233	$409,233
2	XEL	Xcel Energy Inc	4,538	$364,401
3	SO	Southern Co	3,140	$300,529

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$409,233	3,233	-3.8%	Shares	Sole	2026-07-27
2026-03-31	$439,827	3,359	-0.7%	Shares	Sole	2026-04-28
2025-12-31	$396,404	3,382	+11.2%	Shares	Sole	2026-02-03
2025-09-30	$376,447	3,042	-4.3%	Shares	Sole	2025-11-05
2025-06-30	$375,122	3,179	0.0%	Shares	Sole	2025-07-28
2025-03-31	$387,742	3,179	0.0%	Shares	Sole	2025-04-29
2024-12-31	$342,504	3,179	+4.1%	Shares	Sole	2025-01-23
2024-09-30	$352,010	3,053	0.0%	Shares	Sole	2024-10-18
2024-06-30	$306,001	3,053	0.0%	Shares	Sole	2024-08-07
2024-03-31	$295,255	3,053	0.0%	Shares	Sole	2024-04-12
2023-12-31	$296,263	3,053	-5.2%	Shares	Sole	2024-01-12
2023-09-30	$284,108	3,219	+0.1%	Shares	Sole	2023-10-12
2023-06-30	$288,603	3,216	0.0%	Shares	Sole	2023-07-11
2023-03-31	$310,247	3,216	0.0%	Shares	Sole	2023-04-17
2022-12-31	$331,215	3,216	0.0%	Shares	Sole	2023-01-23
2022-09-30	$299,152	3,216	0.0%	Shares	Sole	2022-10-14
2022-06-30	$344,787	3,216	+5.3%	Shares	Sole	2022-07-08
2022-03-31	$340,897	3,053	-26.5%	Shares	Sole	2022-04-15
2021-12-31	$435,649	4,153	+29.1%	Shares	Sole	2022-01-24
2021-06-30	$317,483	3,216	—	Shares	Sole	2022-07-07
No filing history on record for this holder in this stock.