Violich Capital Management, Inc.

Position in DUK — Duke Energy CORP

CIK 1326766 MILL VALLEY, CA

Position in DUK

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,038,968

-$101,257 QoQ

Shares Held

8,208

-5.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,088

of 2,446 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Violich Capital Management, Inc. holds $6,324,894 across 4 Utilities - Regulated Electric names. DUK ranks #2 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	52,022	$4,565,970
2	DUK	Duke Energy CORP This page	8,208	$1,038,968
3	SO	Southern Co	4,629	$443,041
4	D	Dominion Energy, Inc	4,055	$276,915

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,038,968	8,208	-5.7%	Shares	Sole	2026-07-16
2026-03-31	$1,140,225	8,708	0.0%	Shares	Sole	2026-04-08
2025-12-31	$1,020,664	8,708	-1.5%	Shares	Sole	2026-02-03
2025-09-30	$1,093,702	8,838	0.0%	Shares	Sole	2025-10-29
2025-06-30	$1,042,884	8,838	—	Shares	Sole	2025-07-29
No filing history on record for this holder in this stock.