Charles Schwab Trust Co

Bank

Position in DUK — Duke Energy CORP

CIK 1789219 HENDERSON, NV

Position in DUK

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

Position Value

$393,790

-$13,564 QoQ

Shares Held

3,111

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,629

of 2,446 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Charles Schwab Trust Co holds $2,519,058 across 5 Utilities - Regulated Electric names. DUK ranks #4 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	9,693	$850,754
2	AEP	American Electric Power Co Inc	3,810	$521,246
3	ED	Consolidated Edison Inc	4,300	$475,709
4	DUK	Duke Energy CORP This page	3,111	$393,790
5	SO	Southern Co	2,900	$277,559

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$393,790	3,111	0.0%	Shares	Sole	2026-07-10
2026-03-31	$407,354	3,111	-1.4%	Shares	Sole	2026-04-10
2025-12-31	$369,680	3,154	-1.8%	Shares	Sole	2026-01-09
2025-09-30	$397,485	3,212	-29.3%	Shares	Sole	2025-10-10
2025-06-30	$535,720	4,540	+41.6%	Shares	Sole	2025-07-17
2025-03-31	$391,157	3,207	+6.7%	Shares	Sole	2025-04-10
2024-12-31	$323,974	3,007	+64.9%	Shares	Sole	2025-01-16
2024-09-30	$210,307	1,824	-11.5%	Shares	Sole	2024-10-09
2024-06-30	$206,473	2,060	-7.7%	Shares	Sole	2024-07-18
2024-03-31	$215,856	2,232	-60.1%	Shares	Sole	2024-04-12
2021-06-30	$552,832	5,600	0.0%	Shares	Sole	2021-08-04
2021-03-31	$540,568	5,600	+82.3%	Shares	Sole	2021-04-14
2020-03-31	$248,463	3,072	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.