Clear Trail Advisors, LLC

Position in DUK — Duke Energy CORP

CIK 2097856 HOUSTON, TX

Position in DUK

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,187,555

-$50,733 QoQ

Shares Held

17,282

+1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#783

of 2,446 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Clear Trail Advisors, LLC holds $8,313,955 across 4 Utilities - Regulated Electric names. DUK ranks #2 (26.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	49,993	$4,387,885
2	DUK	Duke Energy CORP This page	17,282	$2,187,555
3	PEG	Public Service Enterprise Group Inc	16,411	$1,331,916
4	AEP	American Electric Power Co Inc	2,972	$406,599

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,187,555	17,282	+1.1%	Shares	Sole	2026-07-21
2026-03-31	$2,238,288	17,094	+1.9%	Shares	Sole	2026-04-17
2025-12-31	$1,966,197	16,775	—	Shares	Sole	2026-01-09
No filing history on record for this holder in this stock.