Members Trust Co

Bank

Position in DUK — Duke Energy CORP

CIK 1677560 TAMPA, FL

Position in DUK

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$677,582

-$36,432 QoQ

Shares Held

5,353

-1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,305

of 2,446 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 90% Shared 10% None 0%

Utilities · as of Jun 30, 2026

Members Trust Co holds $2,916,706 across 5 Utilities - Regulated Electric names. DUK ranks #2 (23.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	10,789	$1,032,614
2	DUK	Duke Energy CORP This page	5,353	$677,582
3	NEE	Nextera Energy Inc	6,110	$536,273
4	D	Dominion Energy, Inc	6,142	$419,436
5	DTE	Dte Energy Co	1,646	$250,801

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$677,582	5,353	-1.8%	Shares	Sole	2026-07-31
2026-03-31	$714,014	5,453	0.0%	Shares	Sole	2026-05-04
2025-12-31	$639,145	5,453	-0.2%	Shares	Sole	2026-01-15
2025-09-30	$675,922	5,462	-0.4%	Shares	Sole	2025-11-14
2025-06-30	$647,230	5,485	+17.7%	Shares	Sole	2025-07-30
2025-03-31	$568,380	4,660	+3.6%	Shares	Sole	2025-05-02
2024-12-31	$484,614	4,498	+0.2%	Shares	Sole	2025-01-30
2024-09-30	$517,697	4,490	-5.5%	Shares	Sole	2024-10-15
2024-06-30	$476,393	4,753	-5.1%	Shares	Sole	2024-07-29
2024-03-31	$484,420	5,009	-2.7%	Shares	Sole	2024-04-25
2023-12-31	$499,658	5,149	-2.0%	Shares	Sole	2024-01-30
2023-09-30	$463,629	5,253	0.0%	Shares	Sole	2023-10-06
2023-06-30	$471,404	5,253	-28.5%	Shares	Sole	2023-07-18
2022-09-30	$683,045	7,343	-0.8%	Shares	Sole	2022-11-07
2022-06-30	$793,246	7,399	+6.7%	Shares	Sole	2022-08-03
2022-03-31	$774,250	6,934	-0.7%	Shares	Sole	2022-08-03
2021-12-31	$732,621	6,984	+1.5%	Shares	Sole	2022-01-24
2021-09-30	$671,809	6,884	+14.6%	Shares	Sole	2021-11-10
2021-06-30	$593,208	6,009	+3.8%	Shares	Sole	2021-08-06
2021-03-31	$559,005	5,791	-11.0%	Shares	Sole	2021-05-26
2020-12-31	$596,055	6,510	+8.3%	Shares	Sole	2021-01-25
2020-09-30	$532,422	6,012	+24.7%	Shares	Sole	2020-11-09
2020-06-30	$385,229	4,822	—	Shares	Sole	2020-08-13
No filing history on record for this holder in this stock.