SVB WEALTH LLC

Position in DUK — Duke Energy CORP

CIK 1626116 BOSTON, MA

Position in DUK

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$5,996,526

+$2,910,623 QoQ

Shares Held

45,796

+73.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Utilities · as of Jun 30, 2026

SVB WEALTH LLC holds $5,436,838 across 4 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)
1	FE	Firstenergy Corp	77,720	$3,694,805
2	SO	Southern Co	8,927	$854,400
3	AEP	American Electric Power Co Inc	4,674	$639,448
4	PEG	Public Service Enterprise Group Inc	3,058	$248,185

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,996,526	45,796	+73.9%	Shares	Sole	2026-04-17
2025-12-31	$3,085,903	26,328	-4.2%	Shares	Sole	2026-02-04
2025-09-30	$3,401,019	27,483	-3.7%	Shares	Sole	2025-11-06
2025-06-30	$3,367,956	28,542	+3.1%	Shares	Sole	2025-08-14
2025-03-31	$3,377,471	27,691	+33.7%	Shares	Sole	2025-05-14
2024-12-31	$2,231,617	20,713	-6.5%	Shares	Sole	2025-02-05
2024-06-30	$2,220,995	22,159	-5.6%	Shares	Sole	2024-08-06
2024-03-31	$2,269,106	23,463	+4.7%	Shares	Sole	2024-05-15
2023-12-31	$2,174,860	22,412	+1.7%	Shares	Sole	2024-01-30
2023-09-30	$1,944,367	22,030	-4.2%	Shares	Sole	2023-10-23
2023-06-30	$2,063,032	22,989	-12.8%	Shares	Sole	2023-07-24
2023-03-31	$2,542,658	26,357	+0.6%	Shares	Sole	2023-05-12
2022-12-31	$2,697,411	26,191	+9.4%	Shares	Sole	2023-02-10
2022-09-30	$2,227,455	23,946	+16.5%	Shares	Sole	2022-11-09
2022-06-30	$2,204,451	20,562	+8.7%	Shares	Sole	2022-08-16
2022-03-31	$2,112,272	18,917	-0.9%	Shares	Sole	2022-05-13
2021-12-31	$2,003,065	19,095	-18.5%	Shares	Sole	2022-02-15
2021-09-30	$2,286,435	23,429	+14.7%	Shares	Sole	2021-11-09
2021-06-30	$2,015,664	20,418	-0.6%	Shares	Sole	2021-08-13
2021-03-31	$1,982,436	20,537	-0.8%	Shares	Sole	2021-05-11
2020-12-31	$1,896,298	20,711	+8.0%	Shares	Sole	2021-02-10
2020-09-30	$1,698,579	19,180	+3.5%	Shares	Sole	2020-11-10
2020-06-30	$1,480,920	18,537	+5.1%	Shares	Sole	2020-08-05
2020-03-31	$1,426,157	17,633	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.