HOWE & RUSLING INC

Position in DUK — Duke Energy CORP

CIK 769963 ROCHESTER, NY

Position in DUK

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$263,666

+$226,645 QoQ

Shares Held

2,083

+423.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,909

of 2,443 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 15% Shared 0% None 85%

Utilities · as of Jun 30, 2026

HOWE & RUSLING INC holds $49,100,907 across 12 Utilities - Regulated Electric names. DUK ranks #11 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	269,147	$23,623,031
2	DTE	Dte Energy Co	77,083	$11,745,136
3	CMS	Cms Energy Corp	116,029	$8,876,218
4	AEP	American Electric Power Co Inc	7,036	$962,595
5	SO	Southern Co	8,177	$782,620
6	ETR	Entergy Corp /De/	6,695	$768,987
7	PPL	PPL Corp	18,067	$656,735
8	PEG	Public Service Enterprise Group Inc	6,142	$498,484

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$263,666	2,083	+423.4%	Shares	Sole	2026-08-10
2022-09-30	$37,021	398	-26.7%	Shares	Sole	2022-11-14
2022-06-30	$58,215	543	+60.2%	Shares	Sole	2022-08-15
2022-03-31	$37,852	339	0.0%	Shares	Sole	2022-05-10
2021-12-31	$35,561	339	0.0%	Shares	Sole	2022-02-14
2021-09-30	$33,083	339	-7.9%	Shares	Sole	2021-11-15
2021-06-30	$36,328	368	+130.0%	Shares	Sole	2021-08-13
2021-03-31	$15,444	160	0.0%	Shares	Sole	2021-05-13
2020-12-31	$14,649	160	0.0%	Shares	Sole	2021-02-08
2020-09-30	$14,169	160	0.0%	Shares	Sole	2020-11-06
2020-06-30	$12,782	160	-11.1%	Shares	Sole	2020-07-15
2020-03-31	$14,558	180	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.