tru Independence LLC

Position in DUK — Duke Energy CORP

CIK 1785445 PORTLAND, OR

Position in DUK

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$246,198

-$6,254 QoQ

Shares Held

1,945

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,953

of 2,440 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

tru Independence LLC holds $483,563 across 2 Utilities - Regulated Electric names. DUK ranks #1 (50.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DUK	Duke Energy CORP This page	1,945	$246,198
2	AEP	American Electric Power Co Inc	1,735	$237,365

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$246,198	1,945	+0.9%	Shares	Sole	2026-08-10
2026-03-31	$252,452	1,928	-0.6%	Shares	Sole	2026-04-22
2025-12-31	$227,387	1,940	-12.1%	Shares	Sole	2026-01-22
2025-09-30	$273,116	2,207	+9.1%	Shares	Sole	2025-10-23
2025-06-30	$238,714	2,023	+3.6%	Shares	Sole	2025-07-15
2025-03-31	$238,085	1,952	+1.0%	Shares	Sole	2025-04-30
2024-12-31	$208,153	1,932	+0.9%	Shares	Sole	2025-01-22
2024-09-30	$220,799	1,915	-19.2%	Shares	Sole	2024-11-04
2023-06-30	$212,683	2,370	+1.0%	Shares	Sole	2023-08-14
2023-03-31	$226,318	2,346	+4.4%	Shares	Sole	2023-04-25
2022-12-31	$231,521	2,248	-7.8%	Shares	Sole	2023-01-30
2022-09-30	$226,875	2,439	-1.8%	Shares	Sole	2022-11-03
2022-06-30	$266,309	2,484	-6.8%	Shares	Sole	2022-08-04
2022-03-31	$297,462	2,664	+3.0%	Shares	Sole	2022-04-28
2021-12-31	$271,376	2,587	-7.5%	Shares	Sole	2022-01-21
2021-09-30	$272,959	2,797	-11.4%	Shares	Sole	2021-11-12
2021-03-31	$304,648	3,156	-32.5%	Shares	Sole	2021-05-20
2020-12-31	$427,951	4,674	+138.8%	Shares	Sole	2021-03-09
2020-09-30	$173,311	1,957	-50.1%	Shares	Sole	2020-11-19
2020-06-30	$313,408	3,923	+16.1%	Shares	Sole	2020-08-19
2020-03-31	$273,374	3,380	—	Shares	Sole	2020-05-19
No filing history on record for this holder in this stock.