Pflug Koory, LLC

Position in DUK — Duke Energy CORP

CIK 1740063 OMAHA, NE

Position in DUK

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$363,031

+$982 QoQ

Shares Held

2,868

+3.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,679

of 2,440 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Pflug Koory, LLC holds $439,189 across 4 Utilities - Regulated Electric names. DUK ranks #1 (82.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	2,868	$363,031
2	ETR	Entergy Corp /De/	350	$40,201
3	SO	Southern Co	306	$29,287
4	NEE	Nextera Energy Inc	76	$6,670

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$363,031	2,868	+3.7%	Shares	Sole	2026-07-21
2026-03-31	$362,049	2,765	0.0%	Shares	Sole	2026-04-22
2025-12-31	$324,085	2,765	+2.6%	Shares	Sole	2026-01-20
2025-09-30	$333,382	2,694	+3.0%	Shares	Sole	2025-10-21
2025-06-30	$308,570	2,615	0.0%	Shares	Sole	2025-07-21
2025-03-31	$318,951	2,615	-0.4%	Shares	Sole	2025-04-17
2024-12-31	$282,925	2,626	0.0%	Shares	Sole	2025-01-21
2024-09-30	$302,777	2,626	-3.7%	Shares	Sole	2025-01-15
2024-03-31	$263,631	2,726	+10.4%	Shares	Sole	2024-04-11
2023-12-31	$239,591	2,469	-0.7%	Shares	Sole	2024-01-11
2023-09-30	$219,414	2,486	0.0%	Shares	Sole	2023-10-30
2023-06-30	$223,093	2,486	-1.0%	Shares	Sole	2023-07-21
2023-03-31	$242,139	2,510	-4.2%	Shares	Sole	2023-04-20
2022-12-31	$269,833	2,620	-32.7%	Shares	Sole	2023-01-18
2022-09-30	$361,940	3,891	+0.6%	Shares	Sole	2022-10-11
2022-06-30	$414,688	3,868	0.0%	Shares	Sole	2022-08-01
2022-03-31	$431,900	3,868	-0.1%	Shares	Sole	2022-04-14
2021-12-31	$406,277	3,873	0.0%	Shares	Sole	2022-01-20
2021-09-30	$377,966	3,873	0.0%	Shares	Sole	2021-10-19
2021-06-30	$382,342	3,873	-1.0%	Shares	Sole	2021-07-14
2021-03-31	$377,721	3,913	+2.8%	Shares	Sole	2021-07-13
2020-12-31	$348,477	3,806	+47.5%	Shares	Sole	2021-01-14
2020-09-30	$228,484	2,580	0.0%	Shares	Sole	2020-10-20
2020-06-30	$206,116	2,580	-5.5%	Shares	Sole	2020-07-30
2020-03-31	$220,802	2,730	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.