Position in DUK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$244,425
-$53,332 QoQ
Shares Held
1,931
-15.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,959
of 2,440 holders
Holding Since
Jun 2022
14 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, 2026Towne Trust Company, N.A holds $14,769,203 across 12 Utilities - Regulated Electric names. DUK ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
71,817 | $6,873,605 | |
| 2 | NEE |
Nextera Energy Inc
|
64,177 | $5,632,814 | |
| 3 | D |
Dominion Energy, Inc
|
21,310 | $1,455,259 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,139 | $292,636 | |
| 5 | DUK |
Duke Energy CORP
This page
|
1,931 | $244,425 | |
| 6 | ETR |
Entergy Corp /De/
|
700 | $80,402 | |
| 7 | FE |
Firstenergy Corp
|
1,191 | $56,620 | |
| 8 | EXC |
Exelon Corp
|
1,100 | $51,282 |
All Filings in DUK
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,425 | 1,931 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $297,757 | 2,274 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $278,139 | 2,373 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $232,650 | 1,880 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $221,840 | 1,880 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $247,599 | 2,030 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $116,574 | 1,082 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $124,754 | 1,082 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $108,448 | 1,082 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $106,671 | 1,103 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $127,413 | 1,313 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $122,315 | 1,363 | Shares | Sole | 2023-08-11 | |
| 2022-09-30 | $242,596 | 2,608 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $302,868 | 2,825 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||