Position in DUK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$354,424
+$92,021 QoQ
Shares Held
2,800
+39.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,699
of 2,446 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PIONEER TRUST BANK N A/OR holds $7,835,323 across 2 Utilities - Regulated Electric names. DUK ranks #2 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
85,233 | $7,480,899 | |
| 2 | DUK |
Duke Energy CORP
This page
|
2,800 | $354,424 |
All Filings in DUK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,424 | 2,800 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $262,403 | 2,004 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $234,420 | 2,000 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $255,667 | 2,066 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $243,788 | 2,066 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $251,990 | 2,066 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||