Old North State Trust, LLC

Position in DUK — Duke Energy CORP

CIK 1760444 GREENSBORO, NC

Position in DUK

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$3,997,396

-$1,642 QoQ

Shares Held

31,580

+3.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.29%

of 13F equity value

Holder Rank

#585

of 2,446 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Old North State Trust, LLC holds $7,291,285 across 4 Utilities - Regulated Electric names. DUK ranks #1 (54.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP This page	31,580	$3,997,396
2	SO	Southern Co	29,202	$2,794,923
3	D	Dominion Energy, Inc	3,767	$257,248
4	NEE	Nextera Energy Inc	2,754	$241,718

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,997,396	31,580	+3.4%	Shares	Sole	2026-08-17
2026-03-31	$3,999,038	30,541	-0.6%	Shares	Sole	2026-05-13
2025-12-31	$3,602,332	30,734	+15.0%	Shares	Sole	2026-03-24
2025-09-30	$3,307,713	26,729	-0.7%	Shares	Sole	2025-11-20
2025-06-30	$3,176,914	26,923	+0.2%	Shares	Sole	2025-08-18
2025-03-31	$2,895	26,868	0.0%	Shares	Sole	2025-06-23
2024-12-31	$2,894,758	26,868	-0.9%	Shares	Sole	2025-03-10
2024-09-30	$3,127,512	27,125	+0.6%	Shares	Sole	2024-11-29
2024-06-30	$2,701,799	26,956	+1.0%	Shares	Sole	2024-08-19
2024-03-31	$2,581,480	26,693	-0.2%	Shares	Sole	2024-05-15
2023-09-30	$2,361,219	26,753	+0.6%	Shares	Sole	2023-11-15
2023-06-30	$2,385,468	26,582	-0.1%	Shares	Sole	2023-08-22
2023-03-31	$2,567,452	26,614	-0.0%	Shares	Sole	2023-05-24
2022-12-31	$2,742,314	26,627	+1.1%	Shares	Sole	2023-02-14
2022-09-30	$2,451,077	26,350	+101246.2%	Shares	Sole	2022-11-08
2022-06-30	$2,787	26	-3.7%	Shares	Sole	2022-08-12
2022-03-31	$3,014	27	-99.9%	Shares	Sole	2022-05-02
2021-12-31	$2,934,053	27,970	-2.1%	Shares	Sole	2022-01-25
2021-09-30	$2,786,780	28,556	+2.6%	Shares	Sole	2021-11-02
2021-06-30	$2,747,081	27,827	+19.6%	Shares	Sole	2021-07-28
2021-03-31	$2,245,673	23,264	+9.1%	Shares	Sole	2021-05-12
2020-12-31	$1,952,517	21,325	-3.9%	Shares	Sole	2021-02-08
2020-09-30	$1,965,323	22,192	-30.3%	Shares	Sole	2020-10-13
2020-06-30	$2,542,499	31,825	-0.0%	Shares	Sole	2020-07-10
2020-03-31	$2,574,733	31,834	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.