Indiana Trust & Investment Management Co

Position in DUK — Duke Energy CORP

CIK 1356407 MISHAWAKA, IN

Position in DUK

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$343,411

-$11,829 QoQ

Shares Held

2,713

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,727

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Indiana Trust & Investment Management Co holds $2,667,863 across 5 Utilities - Regulated Electric names. DUK ranks #3 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	13,372	$1,173,660
2	AEP	American Electric Power Co Inc	5,567	$761,621
3	DUK	Duke Energy CORP This page	2,713	$343,411
4	SO	Southern Co	3,336	$319,288
5	EXC	Exelon Corp	1,499	$69,883

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$343,411	2,713	0.0%	Shares	Sole	2026-07-22
2026-03-31	$355,240	2,713	-0.2%	Shares	Sole	2026-04-28
2025-12-31	$318,576	2,718	+0.2%	Shares	Sole	2026-01-21
2025-09-30	$335,733	2,713	-4.9%	Shares	Sole	2025-10-17
2025-06-30	$336,654	2,853	+11.4%	Shares	Sole	2025-07-23
2025-03-31	$312,487	2,562	+19.3%	Shares	Sole	2025-05-21
2024-12-31	$231,317	2,147	0.0%	Shares	Sole	2025-01-29
2024-09-30	$247,549	2,147	0.0%	Shares	Sole	2024-10-16
2024-06-30	$215,193	2,147	+4.9%	Shares	Sole	2024-07-10
2024-03-31	$197,965	2,047	-5.0%	Shares	Sole	2024-04-16
2023-12-31	$209,121	2,155	-15.3%	Shares	Sole	2024-01-23
2023-09-30	$224,621	2,545	+4.4%	Shares	Sole	2023-10-10
2023-06-30	$218,696	2,437	0.0%	Shares	Sole	2023-07-07
2023-03-31	$235,097	2,437	-15.1%	Shares	Sole	2023-04-06
2022-12-31	$295,787	2,872	0.0%	Shares	Sole	2023-01-09
2022-09-30	$267,153	2,872	+6.4%	Shares	Sole	2022-10-11
2022-06-30	$289,359	2,699	+14.9%	Shares	Sole	2022-07-08
2022-03-31	$262,289	2,349	-1.7%	Shares	Sole	2022-04-04
2021-12-31	$250,606	2,389	-6.8%	Shares	Sole	2022-01-10
2021-09-30	$250,220	2,564	0.0%	Shares	Sole	2021-10-04
2021-06-30	$253,118	2,564	0.0%	Shares	Sole	2021-07-07
2021-03-31	$247,502	2,564	0.0%	Shares	Sole	2021-04-06
2020-12-31	$234,759	2,564	0.0%	Shares	Sole	2021-01-07
2020-09-30	$227,067	2,564	-1.3%	Shares	Sole	2020-10-06
2020-06-30	$207,634	2,599	0.0%	Shares	Sole	2020-07-14
2020-03-31	$210,207	2,599	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.