Vest Financial, LLC

Position in DUK — Duke Energy CORP

CIK 1709632 MCLEAN, VA

Position in DUK

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$5,710,816

+$1,131,305 QoQ

Shares Held

43,614

+11.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

Vest Financial, LLC holds $186,583,053 across 5 Utilities - Regulated Electric names. DUK ranks #5 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	734,376	$68,208,842
2	ED	Consolidated Edison Inc	498,694	$56,442,186
3	ES	Eversource Energy	725,475	$50,260,907
4	SO	Southern Co	61,752	$5,960,302
5	DUK	Duke Energy CORP This page	43,614	$5,710,816

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,710,816	43,614	+11.6%	Shares	Defined	2026-04-24
2025-12-31	$4,579,511	39,071	+19.7%	Shares	Sole	2026-01-30
2025-09-30	$4,037,838	32,629	+23.8%	Shares	Sole	2025-10-30
2025-06-30	$3,109,300	26,350	+39.3%	Shares	Sole	2025-07-25
2025-03-31	$2,307,916	18,922	+73.5%	Shares	Sole	2025-04-11
2024-12-31	$1,175,120	10,907	+42.4%	Shares	Sole	2025-01-28
2024-09-30	$882,852	7,657	+199.0%	Shares	Sole	2024-10-18
2024-06-30	$256,689	2,561	-2.5%	Shares	Sole	2024-08-08
2024-03-31	$254,153	2,628	—	Shares	Defined	2024-04-30
No filing history on record for this holder in this stock.