FIRST UNITED BANK & TRUST

Bank

Position in DUK — Duke Energy CORP

CIK 1214183 OAKLAND, MD

Position in DUK

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$300,626

-$4,071 QoQ

Shares Held

2,375

+2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,830

of 2,446 holders

Holding Since

Jun 2021

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

FIRST UNITED BANK & TRUST holds $4,777,015 across 10 Utilities - Regulated Electric names. DUK ranks #4 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	22,904	$2,192,141
2	WEC	Wec Energy Group, Inc.	7,280	$850,084
3	NEE	Nextera Energy Inc	8,415	$738,583
4	DUK	Duke Energy CORP This page	2,375	$300,626
5	D	Dominion Energy, Inc	4,054	$276,847
6	PPL	PPL Corp	3,043	$110,613
7	AEP	American Electric Power Co Inc	802	$109,721
8	EXC	Exelon Corp	2,322	$108,251

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$300,626	2,375	+2.1%	Shares	Defined	2026-07-20
2026-03-31	$304,697	2,327	0.0%	Shares	Defined	2026-04-21
2025-12-31	$272,747	2,327	0.0%	Shares	Defined	2026-01-21
2025-09-30	$287,965	2,327	0.0%	Shares	Defined	2025-10-27
2025-06-30	$274,586	2,327	+43.9%	Shares	Defined	2025-07-18
2025-03-31	$197,224	1,617	0.0%	Shares	Defined	2025-04-15
2024-12-31	$174,215	1,617	-1.9%	Shares	Defined	2025-01-16
2024-09-30	$190,014	1,648	-1.2%	Shares	Defined	2024-10-15
2024-06-30	$167,183	1,668	-2.9%	Shares	Defined	2024-08-12
2024-03-31	$166,147	1,718	0.0%	Shares	Defined	2024-04-29
2023-12-31	$166,714	1,718	-14.4%	Shares	Defined	2024-02-08
2021-12-31	$210,429	2,006	-1.8%	Shares	Sole	2022-01-20
2021-06-30	$201,684	2,043	—	Shares	Sole	2021-07-19
No filing history on record for this holder in this stock.