Position in DUK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,618,306
-$36,763 QoQ
Shares Held
20,685
+2.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#717
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GREENLEAF TRUST holds $31,810,835 across 26 Utilities - Regulated Electric names. DUK ranks #3 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
94,364 | $8,282,328 | |
| 2 | SO |
Southern Co
|
28,986 | $2,774,249 | |
| 3 | DUK |
Duke Energy CORP
This page
|
20,685 | $2,618,306 | |
| 4 | AEP |
American Electric Power Co Inc
|
11,485 | $1,571,262 | |
| 5 | EXC |
Exelon Corp
|
31,659 | $1,475,941 | |
| 6 | ED |
Consolidated Edison Inc
|
13,082 | $1,447,260 | |
| 7 | XEL |
Xcel Energy Inc
|
14,493 | $1,163,787 | |
| 8 | CNP |
Centerpoint Energy Inc
|
25,852 | $1,138,522 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,618,306 | 20,685 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,655,069 | 20,277 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,429,528 | 20,728 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,668,544 | 21,564 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,236,690 | 18,955 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,339,872 | 19,184 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,017,539 | 18,726 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $2,182,052 | 18,925 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $1,800,832 | 17,967 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $1,708,962 | 17,671 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $2,013,871 | 20,753 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $2,529,002 | 28,654 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $2,228,782 | 24,836 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $3,046,329 | 31,578 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $3,411,337 | 33,123 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $3,206,864 | 34,475 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $3,445,622 | 32,139 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,655,833 | 23,785 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $2,572,148 | 24,520 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,110,871 | 21,630 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,608,676 | 26,425 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $1,118,203 | 11,584 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $877,327 | 9,582 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $782,516 | 8,836 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $818,792 | 10,249 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $644,613 | 7,970 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||