Position in DUK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$765,682
-$22,183 QoQ
Shares Held
6,049
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,235
of 2,446 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SPINNAKER TRUST holds $10,158,263 across 6 Utilities - Regulated Electric names. DUK ranks #3 (7.5% of the industry book) .
All Filings in DUK
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $765,682 | 6,049 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $787,865 | 6,017 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $650,632 | 5,551 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $686,936 | 5,551 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $655,018 | 5,551 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $577,040 | 4,731 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $519,091 | 4,818 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $559,205 | 4,850 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $486,115 | 4,850 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $469,043 | 4,850 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $470,644 | 4,850 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $428,061 | 4,850 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $435,239 | 4,850 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $473,667 | 4,910 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $625,664 | 6,075 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $565,096 | 6,075 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $694,184 | 6,475 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $257,376 | 2,305 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $211,793 | 2,019 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||