Texas Capital Bank Wealth Management Services Inc

Bank

Position in DUK — Duke Energy CORP

CIK 1802655 Dallas, TX

Back to DUK Full portfolio

Position in DUK

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,128,207

-$27,992 QoQ

Shares Held

8,913

+0.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,060

of 2,446 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 5% Shared 30% None 65%

Common Shares in DUK Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Texas Capital Bank Wealth Management Services Inc holds $12,177,200 across 6 Utilities - Regulated Electric names. DUK ranks #2 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	102,946	$9,035,569
2	DUK	Duke Energy CORP This page	8,913	$1,128,207
3	D	Dominion Energy, Inc	9,687	$661,524
4	AEP	American Electric Power Co Inc	4,149	$567,623
5	SO	Southern Co	4,714	$451,176
6	EVRG	Evergy, Inc.	3,854	$333,101

All Filings in DUK

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6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,128,207	8,913	+0.9%	Shares	Other	2026-08-07
2026-03-31	$1,156,199	8,830	-8.9%	Shares	Other	2026-05-11
2025-12-31	$1,135,529	9,688	+139.3%	Shares	Other	2026-02-09
2025-09-30	$500,940	4,048	+10.1%	Shares	Sole	2025-11-13
2025-06-30	$433,650	3,675	+3.6%	Shares	Sole	2025-08-13
2025-03-31	$432,627	3,547	—	Shares	Sole	2025-05-14
No filing history on record for this holder in this stock.