Position in DUK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,026,835
-$244,917 QoQ
Shares Held
55,513
-0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#406
of 2,446 holders
Holding Since
Mar 2020
26 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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $42,867,244 across 31 Utilities - Regulated Electric names. DUK ranks #3 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
117,021 | $10,270,933 | |
| 2 | AEP |
American Electric Power Co Inc
|
65,496 | $8,960,507 | |
| 3 | DUK |
Duke Energy CORP
This page
|
55,513 | $7,026,835 | |
| 4 | FTS |
Fortis Inc.
|
100,834 | $5,770,729 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
30,722 | $3,587,407 | |
| 6 | EVRG |
Evergy, Inc.
|
40,554 | $3,505,082 | |
| 7 | D |
Dominion Energy, Inc
|
19,478 | $1,330,152 | |
| 8 | SO |
Southern Co
|
13,000 | $1,244,230 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,026,835 | 55,513 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,271,752 | 55,535 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $6,473,859 | 55,233 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,073,921 | 57,163 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,870,128 | 66,696 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $8,097,954 | 66,393 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $7,023,893 | 65,193 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $7,144,910 | 61,968 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,247,937 | 62,336 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $6,270,676 | 64,840 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $6,786,104 | 69,931 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $6,294,614 | 71,319 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $8,536,696 | 95,127 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $9,278,002 | 96,175 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,776,531 | 94,927 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $8,858,108 | 95,228 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $10,188,273 | 95,031 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $10,482,752 | 93,881 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $9,826,717 | 93,677 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $9,229,671 | 94,576 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $9,369,021 | 94,905 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $9,161,179 | 94,905 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $9,797,377 | 107,005 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $9,481,942 | 107,068 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $8,541,838 | 106,920 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $8,691,283 | 107,459 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||