Position in DUK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$848,465
-$53,318 QoQ
Shares Held
6,703
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,180
of 2,452 holders
Holding Since
Mar 2020
25 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, 2026WHITTIER TRUST CO holds $42,927,647 across 29 Utilities - Regulated Electric names. DUK ranks #3 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
271,470 | $23,826,921 | |
| 2 | AEP |
American Electric Power Co Inc
|
106,961 | $14,633,333 | |
| 3 | DUK |
Duke Energy CORP
This page
|
6,703 | $848,465 | |
| 4 | ETR |
Entergy Corp /De/
|
5,538 | $636,094 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
4,260 | $345,741 | |
| 6 | DTE |
Dte Energy Co
|
2,220 | $338,261 | |
| 7 | D |
Dominion Energy, Inc
|
4,610 | $314,816 | |
| 8 | EIX |
Edison International
|
3,595 | $267,647 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $848,465 | 6,703 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $901,783 | 6,887 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $903,454 | 7,708 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $744,232 | 6,014 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $749,654 | 6,353 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $787,072 | 6,453 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $861,812 | 7,999 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $906,949 | 7,866 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $785,402 | 7,836 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $742,442 | 7,677 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $765,063 | 7,884 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $824,348 | 9,340 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $822,826 | 9,169 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $884,822 | 9,172 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $944,624 | 9,172 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $863,039 | 9,278 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,007,345 | 9,396 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,043,351 | 9,344 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $988,997 | 9,428 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $829,319 | 8,498 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $835,269 | 8,461 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $913,656 | 9,465 | Shares | Sole | 2021-04-26 | |
| 2020-09-30 | $884,714 | 9,990 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $790,430 | 9,894 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $831,849 | 10,285 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||