NORRIS PERNE & FRENCH LLP/MI

Position in DUK — Duke Energy CORP

CIK 1092290 GRAND RAPIDS, MI

Position in DUK

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$309,361

-$10,656 QoQ

Shares Held

2,444

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,811

of 2,446 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

NORRIS PERNE & FRENCH LLP/MI holds $2,309,181 across 6 Utilities - Regulated Electric names. DUK ranks #3 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	9,436	$903,119
2	WEC	Wec Energy Group, Inc.	3,281	$383,122
3	DUK	Duke Energy CORP This page	2,444	$309,361
4	OGE	Oge Energy Corp.	5,280	$256,924
5	ED	Consolidated Edison Inc	2,237	$247,479
6	FE	Firstenergy Corp	4,400	$209,176

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$309,361	2,444	0.0%	Shares	Sole	2026-07-21
2026-03-31	$320,017	2,444	-21.6%	Shares	Sole	2026-04-22
2025-12-31	$365,226	3,116	0.0%	Shares	Sole	2026-01-23
2025-09-30	$385,605	3,116	0.0%	Shares	Sole	2025-10-17
2025-06-30	$367,688	3,116	0.0%	Shares	Sole	2025-07-17
2025-03-31	$380,058	3,116	-2.5%	Shares	Sole	2025-04-21
2024-12-31	$344,337	3,196	-2.3%	Shares	Sole	2025-01-23
2024-09-30	$377,146	3,271	-5.1%	Shares	Sole	2024-10-28
2024-06-30	$345,593	3,448	-15.6%	Shares	Sole	2024-07-24
2024-03-31	$395,157	4,086	0.0%	Shares	Sole	2024-04-16
2023-12-31	$396,505	4,086	-5.4%	Shares	Sole	2024-01-22
2023-09-30	$381,018	4,317	-3.9%	Shares	Sole	2023-10-18
2023-06-30	$403,291	4,494	0.0%	Shares	Sole	2023-07-19
2023-03-31	$433,536	4,494	-2.2%	Shares	Sole	2023-04-20
2022-12-31	$473,342	4,596	+4.0%	Shares	Sole	2023-01-24
2022-09-30	$411,055	4,419	0.0%	Shares	Sole	2022-10-13
2022-06-30	$473,760	4,419	0.0%	Shares	Sole	2022-08-11
2022-03-31	$493,425	4,419	-6.4%	Shares	Sole	2022-04-26
2021-12-31	$495,023	4,719	+103.4%	Shares	Sole	2022-01-26
2021-09-30	$226,408	2,320	-0.6%	Shares	Sole	2021-10-26
2021-06-30	$230,511	2,335	0.0%	Shares	Sole	2021-07-20
2021-03-31	$225,397	2,335	-43.0%	Shares	Sole	2021-04-30
2020-12-31	$374,846	4,094	0.0%	Shares	Sole	2021-01-27
2020-09-30	$362,564	4,094	+39.4%	Shares	Sole	2020-10-26
2020-06-30	$234,557	2,936	—	Shares	Sole	2020-07-23
No filing history on record for this holder in this stock.