VeraBank, N.A.

Position in DUK — Duke Energy CORP

CIK 1767297 HENDERSON, TX

Position in DUK

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$726,315

-$177,694 QoQ

Shares Held

5,738

-16.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,271

of 2,446 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

VeraBank, N.A. holds $4,006,746 across 6 Utilities - Regulated Electric names. DUK ranks #2 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	16,883	$1,481,820
2	DUK	Duke Energy CORP This page	5,738	$726,315
3	D	Dominion Energy, Inc	8,764	$598,493
4	EXC	Exelon Corp	10,227	$476,782
5	SO	Southern Co	4,840	$463,236
6	CMS	Cms Energy Corp	3,400	$260,100

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$726,315	5,738	-16.9%	Shares	Other	2026-08-06
2026-03-31	$904,009	6,904	-3.2%	Shares	Other	2026-05-12
2025-12-31	$835,823	7,131	-3.5%	Shares	Other	2026-02-11
2025-09-30	$914,264	7,388	-3.8%	Shares	Other	2025-11-07
2025-06-30	$906,476	7,682	+212.0%	Shares	Other	2025-08-08
2025-03-31	$300,289	2,462	-0.5%	Shares	Other	2025-05-09
2024-12-31	$266,548	2,474	-1.9%	Shares	Other	2025-01-30
2024-09-30	$290,901	2,523	-1.6%	Shares	Sole	2024-11-04
2024-06-30	$256,889	2,563	0.0%	Shares	Sole	2024-07-24
2024-03-31	$247,867	2,563	0.0%	Shares	Sole	2024-05-03
2023-12-31	$248,713	2,563	+2.5%	Shares	Sole	2024-02-06
2023-09-30	$220,738	2,501	0.0%	Shares	Sole	2023-10-24
2023-06-30	$224,439	2,501	0.0%	Shares	Sole	2023-07-14
2023-03-31	$241,271	2,501	0.0%	Shares	Other	2023-04-20
2022-12-31	$257,577	2,501	0.0%	Shares	Other	2023-01-25
2022-09-30	$232,643	2,501	0.0%	Shares	Sole	2022-10-06
2022-06-30	$268,132	2,501	0.0%	Shares	Sole	2022-07-28
2022-03-31	$279,261	2,501	0.0%	Shares	Sole	2022-04-27
2021-12-31	$262,354	2,501	-2.2%	Shares	Sole	2022-02-04
2021-09-30	$249,440	2,556	+2.2%	Shares	Sole	2021-10-07
2021-06-30	$246,898	2,501	0.0%	Shares	Other	2021-08-04
2021-03-31	$241,421	2,501	0.0%	Shares	Sole	2021-04-13
2020-12-31	$228,991	2,501	-5.7%	Shares	Sole	2021-01-29
2020-09-30	$234,860	2,652	0.0%	Shares	Sole	2020-10-16
2020-06-30	$211,867	2,652	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.