NORTH DALLAS BANK & TRUST CO

Bank

Position in DUK — Duke Energy CORP

CIK 2035144 DALLAS, TX

Position in DUK

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,059,854

+$42,975 QoQ

Shares Held

8,373

+7.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.81%

of 13F equity value

Holder Rank

#1,082

of 2,446 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 86% Shared 14% None 0%

Utilities · as of Jun 30, 2026

NORTH DALLAS BANK & TRUST CO holds $4,105,852 across 4 Utilities - Regulated Electric names. DUK ranks #3 (25.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	17,348	$1,522,633
2	SO	Southern Co	12,220	$1,169,575
3	DUK	Duke Energy CORP This page	8,373	$1,059,854
4	AEP	American Electric Power Co Inc	2,586	$353,790

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,059,854	8,373	+7.8%	Shares	Sole	2026-07-13
2026-03-31	$1,016,879	7,766	+1.3%	Shares	Other	2026-05-14
2025-12-31	$898,531	7,666	+31.9%	Shares	Sole	2026-02-11
2025-06-30	$686,052	5,814	—	Shares	Sole	2025-08-20
No filing history on record for this holder in this stock.