Mechanics Bank Trust Department

Bank

Position in DUK — Duke Energy CORP

CIK 1439743 Walnut Creek, CA

Position in DUK

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,400,227

-$249,878 QoQ

Shares Held

11,062

-12.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#973

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 88% Shared 11% None 1%

Utilities · as of Jun 30, 2026

Mechanics Bank Trust Department holds $4,666,141 across 4 Utilities - Regulated Electric names. DUK ranks #2 (30.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	21,723	$2,079,107
2	DUK	Duke Energy CORP This page	11,062	$1,400,227
3	NEE	Nextera Energy Inc	9,721	$853,211
4	D	Dominion Energy, Inc	4,885	$333,596

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,400,227	11,062	-12.2%	Shares	Other	2026-07-07
2026-03-31	$1,650,105	12,602	-4.9%	Shares	Other	2026-04-09
2025-12-31	$1,552,680	13,247	-2.7%	Shares	Other	2026-01-14
2025-09-30	$1,684,732	13,614	-17.2%	Shares	Sole	2025-10-22
2025-06-30	$1,941,218	16,451	-8.3%	Shares	Sole	2025-07-14
2025-03-31	$2,187,287	17,933	-10.1%	Shares	Sole	2025-04-09
2024-12-31	$2,148,765	19,944	-0.3%	Shares	Sole	2025-01-16
2024-09-30	$2,306,115	20,001	-0.6%	Shares	Sole	2024-10-10
2024-06-30	$2,016,025	20,114	-3.1%	Shares	Sole	2024-07-12
2024-03-31	$2,008,085	20,764	+4.6%	Shares	Other	2024-04-12
2023-12-31	$1,926,340	19,851	-0.6%	Shares	Other	2024-01-10
2023-09-30	$1,762,286	19,967	-1.5%	Shares	Sole	2023-10-11
2023-06-30	$1,818,760	20,267	-2.0%	Shares	Other	2023-07-11
2023-03-31	$1,994,999	20,680	+0.4%	Shares	Sole	2023-04-11
2022-12-31	$2,121,387	20,598	-0.8%	Shares	Other	2023-01-24
2022-09-30	$1,930,722	20,756	-3.7%	Shares	Sole	2022-10-18
2022-06-30	$2,310,160	21,548	+0.3%	Shares	Sole	2022-07-13
2022-03-31	$2,399,461	21,489	-1.0%	Shares	Sole	2022-05-02
2021-12-31	$2,277,798	21,714	-1.8%	Shares	Other	2022-01-26
2021-09-30	$2,157,616	22,109	-4.9%	Shares	Sole	2021-10-28
2021-06-30	$2,295,140	23,249	-4.4%	Shares	Sole	2021-07-29
2021-03-31	$2,347,802	24,322	-2.7%	Shares	Other	2021-04-30
2020-12-31	$2,289,732	25,008	+0.2%	Shares	Other	2021-02-02
2020-09-30	$2,209,572	24,950	-0.1%	Shares	Sole	2020-11-05
2020-06-30	$1,994,532	24,966	-2.2%	Shares	Other	2020-07-24
2020-03-31	$2,065,431	25,537	—	Shares	Other	2020-04-16
No filing history on record for this holder in this stock.