TILIA FIDUCIARY PARTNERS, INC.

Position in DUK — Duke Energy CORP

CIK 1910210 WILMINGTON, NC

Position in DUK

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$269,488

-$8,890 QoQ

Shares Held

2,129

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,893

of 2,440 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

TILIA FIDUCIARY PARTNERS, INC. holds $3,474,409 across 2 Utilities - Regulated Electric names. DUK ranks #2 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	NEE	Nextera Energy Inc	36,515	$3,204,921
2	DUK	Duke Energy CORP This page	2,129	$269,488

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$269,488	2,129	+0.1%	Shares	Sole	2026-08-18
2026-03-31	$278,378	2,126	-7.5%	Shares	Sole	2026-04-09
2025-12-31	$269,348	2,298	+0.0%	Shares	Sole	2026-01-12
2025-09-30	$284,253	2,297	-3.0%	Shares	Sole	2025-10-10
2025-06-30	$279,542	2,369	+0.2%	Shares	Sole	2025-07-21
2025-03-31	$288,459	2,365	+0.2%	Shares	Sole	2025-04-14
2024-12-31	$254,374	2,361	+0.2%	Shares	Sole	2025-01-10
2024-09-30	$271,762	2,357	+7.1%	Shares	Sole	2024-10-08
2024-06-30	$220,606	2,201	+0.2%	Shares	Sole	2024-07-11
2024-03-31	$212,471	2,197	-14.0%	Shares	Sole	2024-04-12
2023-12-31	$247,840	2,554	-6.0%	Shares	Sole	2024-01-12
2023-09-30	$239,714	2,716	-18.8%	Shares	Sole	2023-10-10
2023-06-30	$300,090	3,344	-5.4%	Shares	Sole	2023-07-13
2023-03-31	$341,021	3,535	+0.3%	Shares	Sole	2023-05-10
2022-12-31	$363,142	3,526	+0.3%	Shares	Sole	2023-02-10
2022-09-30	$327,151	3,517	-5.6%	Shares	Sole	2022-10-27
2022-06-30	$399,357	3,725	-5.7%	Shares	Sole	2022-08-01
2022-03-31	$440,945	3,949	+4.0%	Shares	Sole	2022-04-18
2021-12-31	$398,200	3,796	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.