Destination Wealth Management

Position in DUK — Duke Energy CORP

CIK 1278573 WALNUT CREEK, CA

Position in DUK

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

Position Value

$654,292

+$27,352 QoQ

Shares Held

5,169

+8.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,324

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 38% Shared 0% None 62%

Utilities · as of Jun 30, 2026

Destination Wealth Management holds $3,140,050 across 5 Utilities - Regulated Electric names. DUK ranks #3 (20.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	13,156	$1,154,702
2	SO	Southern Co	7,101	$679,636
3	DUK	Duke Energy CORP This page	5,169	$654,292
4	ES	Eversource Energy	6,174	$446,194
5	PNW	Pinnacle West Capital Corp	1,918	$205,226

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$654,292	5,169	+8.0%	Shares	Sole	2026-08-14
2026-03-31	$626,940	4,788	+7.7%	Shares	Sole	2026-05-15
2025-12-31	$520,881	4,444	+2.2%	Shares	Sole	2026-02-13
2025-09-30	$537,941	4,347	+2.4%	Shares	Sole	2025-11-14
2025-06-30	$501,146	4,247	-14.8%	Shares	Sole	2025-08-14
2025-03-31	$608,020	4,985	+0.2%	Shares	Sole	2025-05-15
2024-12-31	$536,114	4,976	+1.7%	Shares	Sole	2025-02-07
2024-09-30	$564,393	4,895	+27.9%	Shares	Sole	2024-11-25
2024-06-30	$383,680	3,828	-2.6%	Shares	Sole	2024-07-25
2024-03-31	$380,263	3,932	+1.8%	Shares	Sole	2024-05-14
2023-12-31	$374,865	3,863	-0.3%	Shares	Sole	2024-02-14
2023-09-30	$342,095	3,876	-3.0%	Shares	Sole	2023-11-14
2023-06-30	$358,511	3,995	-23.0%	Shares	Sole	2023-08-11
2023-03-31	$500,196	5,185	+30.5%	Shares	Sole	2023-05-05
2022-12-31	$409,282	3,974	+3.4%	Shares	Sole	2023-02-13
2022-09-30	$357,382	3,842	-10.4%	Shares	Sole	2022-11-14
2022-06-30	$459,716	4,288	+1.4%	Shares	Sole	2022-07-29
2022-03-31	$472,210	4,229	-10.8%	Shares	Sole	2022-05-12
2021-12-31	$497,121	4,739	+24.8%	Shares	Sole	2022-02-04
2021-09-30	$370,646	3,798	+1.0%	Shares	Sole	2021-10-25
2021-06-30	$371,384	3,762	-16.4%	Shares	Sole	2021-08-13
2021-03-31	$434,578	4,502	+27.5%	Shares	Sole	2021-05-05
2020-12-31	$323,298	3,531	+1.0%	Shares	Sole	2021-02-11
2020-09-30	$309,517	3,495	-1.5%	Shares	Sole	2020-11-12
2020-06-30	$283,369	3,547	-0.2%	Shares	Sole	2020-08-14
2020-03-31	$287,366	3,553	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.