EVERGREEN CAPITAL MANAGEMENT LLC

Position in DUK — Duke Energy CORP

CIK 1260824 Bellevue, WA

Position in DUK

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,341,729

+$1,099,633 QoQ

Shares Held

18,500

+95.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#758

of 2,446 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 10% Shared 90% None 0%

Utilities · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $28,918,606 across 26 Utilities - Regulated Electric names. DUK ranks #3 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCG	PG&E Corp	402,064	$6,762,715
2	NEE	Nextera Energy Inc	28,972	$2,542,871
3	DUK	Duke Energy CORP This page	18,500	$2,341,729
4	SO	Southern Co	22,483	$2,151,847
5	ED	Consolidated Edison Inc	12,941	$1,431,662
6	EIX	Edison International	18,761	$1,396,756
7	AEP	American Electric Power Co Inc	9,886	$1,352,503
8	EXC	Exelon Corp	27,140	$1,265,266

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,341,729	18,500	+95.0%	Shares	Other	2026-07-23
2026-03-31	$1,242,096	9,486	+111.8%	Shares	Sole	2026-05-14
2025-12-31	$524,865	4,478	-3.0%	Shares	Other	2026-01-27
2025-09-30	$571,105	4,615	+20.1%	Shares	Sole	2025-10-28
2025-06-30	$453,474	3,843	+6.6%	Shares	Other	2025-08-14
2025-03-31	$439,823	3,606	+9.0%	Shares	Other	2025-05-15
2024-12-31	$356,295	3,307	+7.4%	Shares	Sole	2025-02-13
2024-09-30	$355,123	3,080	+0.3%	Shares	Other	2024-11-14
2024-06-30	$307,905	3,072	+16.8%	Shares	Other	2024-08-14
2024-03-31	$254,443	2,631	+15.8%	Shares	Sole	2024-05-15
2023-12-31	$220,571	2,273	-73.9%	Shares	Other	2024-02-14
2023-09-30	$769,097	8,714	-0.3%	Shares	Sole	2023-11-14
2023-06-30	$783,968	8,736	+49.6%	Shares	Other	2023-08-14
2023-03-31	$563,480	5,841	+13.4%	Shares	Sole	2023-05-15
2022-12-31	$530,707	5,153	+5.8%	Shares	Other	2023-02-14
2022-09-30	$453,006	4,870	+116.5%	Shares	Other	2022-11-14
2022-06-30	$241,115	2,249	-32.3%	Shares	Sole	2022-08-15
2022-03-31	$371,157	3,324	+0.4%	Shares	Sole	2022-05-16
2021-12-31	$347,428	3,312	-0.1%	Shares	Sole	2022-03-11
2021-09-30	$323,510	3,315	+2.7%	Shares	Sole	2021-11-15
2021-06-30	$318,569	3,227	+28.7%	Shares	Sole	2021-08-16
2021-03-31	$242,000	2,507	+2.2%	Shares	Sole	2021-05-17
2020-12-31	$224,596	2,453	+2.5%	Shares	Sole	2021-02-16
2020-09-30	$211,924	2,393	-31.5%	Shares	Sole	2020-11-16
2020-03-31	$282,352	3,491	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.