Citizens Business Bank

Bank

Position in DUK — Duke Energy CORP

CIK 1948632 ONTARIO, CA

Position in DUK

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$517,712

-$34,592 QoQ

Shares Held

4,090

-3.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,455

of 2,446 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Citizens Business Bank holds $8,791,425 across 5 Utilities - Regulated Electric names. DUK ranks #4 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	88,978	$6,076,306
2	ETR	Entergy Corp /De/	10,595	$1,216,940
3	SO	Southern Co	8,002	$765,870
4	DUK	Duke Energy CORP This page	4,090	$517,712
5	NEE	Nextera Energy Inc	2,445	$214,597

27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$517,712	4,090	-3.0%	Shares	Other	2026-08-03
2026-03-31	$552,304	4,218	-5.6%	Shares	Sole	2026-05-01
2025-12-31	$523,694	4,468	-0.0%	Shares	Sole	2026-02-02
2025-09-30	$553,038	4,469	-0.3%	Shares	Sole	2025-11-12
2025-06-30	$528,758	4,481	-1.8%	Shares	Other	2025-07-29
2025-03-31	$556,548	4,563	+174.1%	Shares	Other	2025-05-14
2024-12-31	$290,789	2,699	—	Principal	Sole	2025-02-14
2024-12-31	$179,387	1,665	-62.3%	Shares	Sole	2025-02-14
2024-09-30	$508,818	4,413	-25.5%	Shares	Other	2024-11-19
2024-06-30	$593,461	5,921	-77.1%	Shares	Other	2024-08-05
2024-03-31	$2,502,080	25,872	-1.9%	Shares	Sole	2024-04-18
2023-12-31	$2,559,041	26,371	-5.4%	Shares	Other	2024-02-05
2023-09-30	$2,460,158	27,874	-3.8%	Shares	Sole	2023-11-03
2023-06-30	$2,599,497	28,967	+0.8%	Shares	Other	2023-08-08
2023-03-31	$2,772,258	28,737	-5.5%	Shares	Sole	2023-05-09
2022-12-31	$3,130,792	30,399	+0.3%	Shares	Sole	2023-02-08
2022-09-30	$2,818,691	30,302	-4.9%	Shares	Sole	2022-11-04
2022-06-30	$3,415,816	31,861	+0.3%	Shares	Other	2022-11-18
2022-03-31	$3,545,986	31,757	+9.5%	Shares	Sole	2022-11-18
2021-12-31	$3,042,624	29,005	-1.4%	Shares	Other	2022-11-18
2021-09-30	$2,870,804	29,417	-0.9%	Shares	Sole	2022-11-18
2021-06-30	$2,929,022	29,670	-2.9%	Shares	Sole	2022-11-18
2021-03-31	$2,949,666	30,557	-5.8%	Shares	Other	2022-11-18
2020-12-31	$2,971,304	32,452	-3.0%	Shares	Other	2022-11-18
2020-09-30	$2,962,774	33,455	+0.5%	Shares	Other	2022-11-18
2020-06-30	$2,658,498	33,277	+1.7%	Shares	Other	2022-11-18
2020-03-31	$2,646,958	32,727	—	Shares	Sole	2022-11-18
No filing history on record for this holder in this stock.