Agate Pass Investment Management, LLC

Position in DUK — Duke Energy CORP

CIK 1900409 BAINBRIDGE ISLAND, WA

Position in DUK

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$504,927

-$40,307 QoQ

Shares Held

3,989

-4.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,471

of 2,443 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Agate Pass Investment Management, LLC holds $1,028,225 across 2 Utilities - Regulated Electric names. DUK ranks #2 (49.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AEP	American Electric Power Co Inc	3,825	$523,298
2	DUK	Duke Energy CORP This page	3,989	$504,927

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$504,927	3,989	-4.2%	Shares	Sole	2026-07-08
2026-03-31	$545,234	4,164	-19.9%	Shares	Sole	2026-04-07
2025-12-31	$609,140	5,197	0.0%	Shares	Sole	2026-01-08
2025-09-30	$643,128	5,197	-1.9%	Shares	Sole	2025-10-08
2025-06-30	$625,046	5,297	-1.9%	Shares	Sole	2025-07-24
2025-03-31	$658,272	5,397	-2.5%	Shares	Sole	2025-04-04
2024-12-31	$596,125	5,533	-0.9%	Shares	Sole	2025-01-13
2024-09-30	$643,719	5,583	-5.3%	Shares	Sole	2024-10-09
2024-06-30	$590,655	5,893	-7.1%	Shares	Sole	2024-07-16
2024-03-31	$613,431	6,343	-3.8%	Shares	Sole	2024-04-15
2023-12-31	$639,784	6,593	+3.0%	Shares	Sole	2024-01-08
2023-09-30	$564,687	6,398	-4.1%	Shares	Sole	2023-10-13
2023-06-30	$598,835	6,673	-0.7%	Shares	Sole	2023-07-31
2023-03-31	$648,567	6,723	-2.9%	Shares	Sole	2023-05-11
2022-12-31	$712,999	6,923	-12.9%	Shares	Sole	2023-02-06
2022-09-30	$739,136	7,946	-1.2%	Shares	Sole	2022-10-14
2022-06-30	$862,611	8,046	-0.9%	Shares	Sole	2022-08-09
2022-03-31	$906,790	8,121	+1.6%	Shares	Sole	2022-04-28
2021-12-31	$838,780	7,996	—	Shares	Sole	2022-01-21
No filing history on record for this holder in this stock.