Cerity Partners LLC

Position in DUK — Duke Energy CORP

CIK 1566475 NEW YORK, NY

Position in DUK

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$57,656,285

+$15,229,314 QoQ

Shares Held

440,326

+21.6% QoQ

Ownership

0.056%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 54.84981581828009.ToString("F0")% Shared 5.637868306663699.ToString("F0")% None 39.51231587505621.ToString("F0")%

Utilities · as of Mar 31, 2026

Cerity Partners LLC holds $602,707,899 across 37 Utilities - Regulated Electric names. DUK ranks #3 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	1,480,454	$137,504,566
2	EIX	Edison International	858,826	$62,848,886
3	DUK	Duke Energy CORP This page	440,326	$57,656,285
4	PCG	PG&E Corp	3,150,747	$55,358,623
5	AEP	American Electric Power Co Inc	256,384	$33,606,813
6	ED	Consolidated Edison Inc	224,098	$25,363,410
7	SO	Southern Co	260,784	$25,170,870
8	EXC	Exelon Corp	434,432	$21,295,855

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$57,656,285	440,326	+21.6%	Shares	Other	2026-05-15
2025-12-31	$42,426,971	361,974	+1.7%	Shares	Other	2026-02-11
2025-09-30	$44,039,036	355,871	+4.5%	Shares	Other	2025-10-22
2025-06-30	$40,168,852	340,414	+3.3%	Shares	Sole	2025-08-13
2025-03-31	$40,200,458	329,593	+10.0%	Shares	Sole	2025-04-30
2024-12-31	$32,275,671	299,570	+7.8%	Shares	Defined	2025-02-13
2024-09-30	$32,055,821	278,021	+7.9%	Shares	Sole	2024-11-12
2024-06-30	$25,821,954	257,627	-4.5%	Shares	Sole	2024-08-13
2024-03-31	$26,086,458	269,739	+16.4%	Shares	Defined	2024-05-14
2023-12-31	$22,483,197	231,690	+10.4%	Shares	Other	2024-01-26
2023-09-30	$18,527,274	209,917	-6.0%	Shares	Sole	2023-11-14
2023-06-30	$20,035,801	223,265	+11.1%	Shares	Other	2023-08-14
2023-03-31	$19,381,691	200,909	+0.3%	Shares	Sole	2023-05-11
2022-12-31	$20,625,498	200,267	+462.5%	Shares	Other	2023-02-15
2022-09-30	$3,312,070	35,606	+5.5%	Shares	Sole	2022-11-14
2022-06-30	$3,616,729	33,735	+129.5%	Shares	Sole	2022-08-10
2022-03-31	$1,641,290	14,699	+20.8%	Shares	Sole	2022-04-25
2021-12-31	$1,276,528	12,169	+50.5%	Shares	Sole	2022-02-14
2021-09-30	$789,112	8,086	-19.3%	Shares	Sole	2021-10-25
2021-06-30	$989,273	10,021	-3.1%	Shares	Sole	2021-08-11
2021-03-31	$998,216	10,341	-6.8%	Shares	Sole	2021-08-11
2020-12-31	$1,016,041	11,097	+1.1%	Shares	Sole	2021-02-11
2020-09-30	$971,946	10,975	+277.9%	Shares	Sole	2020-11-12
2020-06-30	$232,000	2,904	-95.9%	Shares	Sole	2020-08-17
2020-03-31	$5,675,754	70,175	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.