FIRST FOUNDATION ADVISORS

Endowment

Position in DUK — Duke Energy CORP

CIK 1086763 Irvine, CA

Position in DUK

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$353,157

+$153,054 QoQ

Shares Held

2,790

+72.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,702

of 2,446 holders

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Utilities · as of Jun 30, 2026

FIRST FOUNDATION ADVISORS holds $7,505,366 across 7 Utilities - Regulated Electric names. DUK ranks #4 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	61,644	$5,410,493
2	SO	Southern Co	6,365	$609,194
3	EXC	Exelon Corp	10,108	$471,234
4	DUK	Duke Energy CORP This page	2,790	$353,157
5	FE	Firstenergy Corp	6,607	$314,095
6	WEC	Wec Energy Group, Inc.	2,367	$276,393
7	IMSR	Terrestrial Energy Inc. /DE/	10,000	$70,800

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$353,157	2,790	+72.5%	Shares	Defined	2026-08-14
2025-09-30	$200,103	1,617	-22.1%	Shares	Sole	2025-11-17
2024-09-30	$239,247	2,075	+10.1%	Shares	Sole	2024-11-14
2024-06-30	$188,832	1,884	+62.7%	Shares	Sole	2024-08-06
2024-03-31	$111,989	1,158	-35.2%	Shares	Sole	2024-05-10
2023-12-31	$173,410	1,787	-47.4%	Shares	Sole	2024-02-14
2023-09-30	$300,084	3,400	+10.9%	Shares	Sole	2023-11-15
2023-06-30	$275,232	3,067	+24.9%	Shares	Sole	2023-08-14
2023-03-31	$236,930	2,456	-2.0%	Shares	Sole	2023-05-12
2022-12-31	$258,092	2,506	+12.5%	Shares	Sole	2023-02-14
2022-09-30	$207,248	2,228	-19.3%	Shares	Sole	2022-11-14
2022-06-30	$295,899	2,760	-17.5%	Shares	Sole	2022-08-12
2022-03-31	$373,502	3,345	—	Shares	Sole	2022-05-05
No filing history on record for this holder in this stock.