Harbour Trust & Investment Management Co

Position in DUK — Duke Energy CORP

CIK 2003557 MICHIGAN CITY, IN

Position in DUK

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,025,297

-$35,316 QoQ

Shares Held

8,100

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,093

of 2,446 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Utilities · as of Jun 30, 2026

Harbour Trust & Investment Management Co holds $17,360,456 across 6 Utilities - Regulated Electric names. DUK ranks #3 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	149,795	$13,147,506
2	SO	Southern Co	23,258	$2,226,023
3	DUK	Duke Energy CORP This page	8,100	$1,025,297
4	AEP	American Electric Power Co Inc	2,996	$409,882
5	ED	Consolidated Edison Inc	3,096	$342,510
6	OGE	Oge Energy Corp.	4,300	$209,238

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,025,297	8,100	0.0%	Shares	Sole	2026-07-28
2026-03-31	$1,060,613	8,100	-1.8%	Shares	Sole	2026-04-28
2025-12-31	$966,982	8,250	+4.0%	Shares	Sole	2026-01-28
2025-09-30	$981,337	7,930	+2.7%	Shares	Sole	2025-10-28
2025-06-30	$911,078	7,721	+10.5%	Shares	Sole	2025-07-28
2025-03-31	$852,203	6,987	-14.1%	Shares	Sole	2025-04-28
2024-12-31	$876,141	8,132	+0.1%	Shares	Sole	2025-01-29
2024-09-30	$936,696	8,124	-2.2%	Shares	Sole	2024-10-23
2024-06-30	$832,910	8,310	-2.0%	Shares	Sole	2024-07-23
2024-03-31	$820,293	8,482	+8.4%	Shares	Sole	2024-04-22
2023-12-31	$759,434	7,826	—	Shares	Sole	2024-01-26
No filing history on record for this holder in this stock.