Duke Energy CORP

GRIMES & Co WEALTH MANAGEMENT, LLC DUK

Report date

3/31/2026

Quarter

2026 Q1

Filed

4/21/2026

Shares

9,705

Value ($000)

1,271

Weight

0.0%

2020 Q4 - 2026 Q1 (22 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2026 Q1	4/21/2026	1,271	0.0%	9,705	3/31/2026
2025 Q4	2/3/2026	1,121	0.0%	9,568	12/31/2025
2025 Q3	10/27/2025	1,170	0.0%	9,452	9/30/2025
2025 Q2	7/22/2025	1,109	0.0%	9,400	6/30/2025
2025 Q1	4/17/2025	1,142	0.0%	9,360	3/31/2025
2024 Q4	1/21/2025	967	0.0%	8,973	12/31/2024
2024 Q3	10/22/2024	1,053	0.0%	9,136	9/30/2024
2024 Q2	7/22/2024	822	0.0%	8,198	6/30/2024
2024 Q1	4/17/2024	860	0.0%	8,888	3/31/2024
2023 Q4	1/24/2024	856	0.0%	8,823	12/31/2023
2023 Q3	10/19/2023	764	0.0%	8,659	9/30/2023
2023 Q2	7/19/2023	781	0.0%	8,701	6/30/2023
2023 Q1	4/20/2023	830	0.0%	8,605	3/31/2023
2022 Q4	1/25/2023	834	0.0%	8,101	12/31/2022
2022 Q3	10/28/2022	752	0.0%	8,078	9/30/2022
2022 Q2	7/22/2022	907	0.0%	8,465	6/30/2022
2022 Q1	5/6/2022	904	0.0%	8,097	3/31/2022
2021 Q4	2/1/2022	856	0.0%	8,159	12/31/2021
2021 Q3	11/8/2021	815	0.0%	8,352	9/30/2021
2021 Q2	8/4/2021	821	0.0%	8,317	6/30/2021
2021 Q1	5/12/2021	802	0.0%	8,306	3/31/2021
2020 Q4	2/2/2021	853	0.0%	9,315	12/31/2020