Vest Financial, LLC

Position in DUK — Duke Energy CORP

CIK 1709632 MCLEAN, VA

Position in DUK

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$5,610,785

-$100,031 QoQ

Shares Held

44,326

+1.6% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#473

of 2,446 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Vest Financial, LLC holds $171,250,622 across 5 Utilities - Regulated Electric names. DUK ranks #5 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	654,669	$57,460,297
2	ES	Eversource Energy	726,705	$52,518,969
3	ED	Consolidated Edison Inc	448,826	$49,653,620
4	SO	Southern Co	62,762	$6,006,951
5	DUK	Duke Energy CORP This page	44,326	$5,610,785

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,610,785	44,326	+1.6%	Shares	Sole	2026-07-24
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.