NEVILLE RODIE & SHAW INC

Position in DUK — Duke Energy CORP

CIK 71210 NEW YORK, NY

Position in DUK

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$1,001,879

-$113,074 QoQ

Shares Held

7,915

-7.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,101

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 17% Shared 0% None 83%

Utilities · as of Jun 30, 2026

NEVILLE RODIE & SHAW INC holds $19,898,571 across 7 Utilities - Regulated Electric names. DUK ranks #3 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	169,575	$14,883,597
2	ES	Eversource Energy	32,626	$2,357,880
3	DUK	Duke Energy CORP This page	7,915	$1,001,879
4	AEP	American Electric Power Co Inc	6,240	$853,694
5	PEG	Public Service Enterprise Group Inc	4,284	$347,689
6	WEC	Wec Energy Group, Inc.	2,078	$242,648
7	DTE	Dte Energy Co	1,386	$211,184

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,001,879	7,915	-7.0%	Shares	Sole	2026-07-06
2026-03-31	$1,114,953	8,515	0.0%	Shares	Sole	2026-04-01
2025-12-31	$998,042	8,515	-0.8%	Shares	Sole	2026-01-06
2025-09-30	$1,061,898	8,581	-0.6%	Shares	Sole	2025-10-01
2025-06-30	$1,018,458	8,631	-0.6%	Shares	Sole	2025-07-02
2025-03-31	$1,058,820	8,681	-0.2%	Shares	Sole	2025-04-01
2024-12-31	$936,906	8,696	+0.8%	Shares	Sole	2025-01-06
2024-09-30	$995,154	8,631	-4.2%	Shares	Sole	2024-10-01
2024-06-30	$902,671	9,006	-5.9%	Shares	Sole	2024-07-01
2024-03-31	$925,707	9,572	-3.5%	Shares	Sole	2024-04-09
2023-12-31	$962,829	9,922	-0.4%	Shares	Sole	2024-01-02
2023-09-30	$879,245	9,962	0.0%	Shares	Sole	2023-10-10
2023-06-30	$893,989	9,962	-0.7%	Shares	Sole	2023-07-06
2023-03-31	$967,400	10,028	-12.3%	Shares	Sole	2023-04-04
2022-12-31	$1,176,969	11,428	+25.2%	Shares	Sole	2023-01-03
2022-09-30	$849,086	9,128	-24.5%	Shares	Sole	2022-10-04
2022-06-30	$1,296,597	12,094	0.0%	Shares	Sole	2022-07-06
2022-03-31	$1,350,415	12,094	-1.6%	Shares	Sole	2022-04-05
2021-12-31	$1,289,640	12,294	-8.0%	Shares	Sole	2022-01-05
2021-09-30	$1,304,680	13,369	-15.5%	Shares	Sole	2021-10-06
2021-06-30	$1,561,651	15,819	0.0%	Shares	Sole	2021-07-06
2021-03-31	$1,527,007	15,819	-3.7%	Shares	Sole	2021-04-08
2020-12-31	$1,503,323	16,419	-17.6%	Shares	Sole	2021-03-04
2020-09-30	$1,763,760	19,916	-14.6%	Shares	Sole	2020-10-01
2020-06-30	$1,862,714	23,316	-14.4%	Shares	Sole	2020-07-15
2020-03-31	$2,202,038	27,226	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.