NBT BANK N A /NY

Bank

Position in DUK — Duke Energy CORP

CIK 898413 Norwich, NY

Position in DUK

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$542,394

-$90,569 QoQ

Shares Held

4,285

-11.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,420

of 2,440 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 93% Shared 7% None 0%

Utilities · as of Jun 30, 2026

NBT BANK N A /NY holds $12,294,721 across 23 Utilities - Regulated Electric names. DUK ranks #4 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	80,095	$7,029,937
2	SO	Southern Co	18,501	$1,770,729
3	D	Dominion Energy, Inc	16,131	$1,101,584
4	DUK	Duke Energy CORP This page	4,285	$542,394
5	DTE	Dte Energy Co	2,684	$408,961
6	PEG	Public Service Enterprise Group Inc	4,250	$344,929
7	LNT	Alliant Energy Corp	2,743	$209,263
8	EXC	Exelon Corp	4,144	$193,193

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$542,394	4,285	-11.4%	Shares	Sole	2026-07-29
2026-03-31	$632,963	4,834	-5.0%	Shares	Sole	2026-04-28
2025-12-31	$596,480	5,089	-4.3%	Shares	Sole	2026-01-23
2025-09-30	$657,731	5,315	+0.1%	Shares	Sole	2025-10-28
2025-06-30	$626,462	5,309	-12.0%	Shares	Sole	2025-07-23
2025-03-31	$735,844	6,033	-3.5%	Shares	Sole	2025-04-17
2024-12-31	$673,697	6,253	+4.7%	Shares	Sole	2025-02-07
2024-09-30	$688,571	5,972	+3.2%	Shares	Sole	2024-11-14
2024-06-30	$579,929	5,786	-1.7%	Shares	Sole	2024-07-30
2024-03-31	$569,041	5,884	+3.4%	Shares	Sole	2024-04-24
2023-12-31	$552,448	5,693	+0.9%	Shares	Sole	2024-02-09
2023-09-30	$497,962	5,642	-0.8%	Shares	Sole	2023-10-26
2023-06-30	$510,350	5,687	-4.1%	Shares	Sole	2023-07-24
2023-03-31	$572,162	5,931	+2.5%	Shares	Sole	2023-05-02
2022-12-31	$596,208	5,789	+22.8%	Shares	Sole	2023-02-10
2022-09-30	$438,495	4,714	-2.0%	Shares	Sole	2022-11-15
2022-06-30	$515,679	4,810	0.0%	Shares	Sole	2022-07-26
2022-03-31	$537,084	4,810	0.0%	Shares	Sole	2022-04-29
2021-12-31	$504,568	4,810	-2.0%	Shares	Sole	2022-01-27
2021-09-30	$479,166	4,910	-1.5%	Shares	Sole	2021-10-18
2021-06-30	$492,119	4,985	0.0%	Shares	Sole	2021-07-28
2021-03-31	$481,201	4,985	-0.3%	Shares	Sole	2021-04-08
2020-12-31	$457,799	5,000	-25.2%	Shares	Sole	2021-01-15
2020-09-30	$591,845	6,683	+36.0%	Shares	Sole	2020-10-29
2020-06-30	$392,659	4,915	+1.3%	Shares	Sole	2020-07-22
2020-03-31	$392,267	4,850	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.