Position in DUK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$974,792
-$11,840 QoQ
Shares Held
7,701
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,116
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, 2026WHITTIER TRUST CO OF NEVADA INC holds $18,402,821 across 26 Utilities - Regulated Electric names. DUK ranks #3 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
113,722 | $9,981,379 | |
| 2 | AEP |
American Electric Power Co Inc
|
33,801 | $4,624,314 | |
| 3 | DUK |
Duke Energy CORP
This page
|
7,701 | $974,792 | |
| 4 | D |
Dominion Energy, Inc
|
11,212 | $765,667 | |
| 5 | ED |
Consolidated Edison Inc
|
5,559 | $614,992 | |
| 6 | FE |
Firstenergy Corp
|
6,784 | $322,511 | |
| 7 | SO |
Southern Co
|
2,411 | $230,756 | |
| 8 | LNT |
Alliant Energy Corp
|
1,797 | $137,093 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $974,792 | 7,701 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $986,632 | 7,535 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $879,308 | 7,502 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $725,917 | 5,866 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $692,188 | 5,866 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $715,476 | 5,866 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $627,800 | 5,827 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $547,097 | 4,745 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $475,591 | 4,745 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $559,950 | 5,790 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $598,736 | 6,170 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $577,573 | 6,544 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $596,411 | 6,646 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $457,364 | 4,741 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $494,042 | 4,797 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $446,774 | 4,803 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $514,928 | 4,803 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $535,297 | 4,794 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $520,303 | 4,960 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $484,045 | 4,960 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $497,054 | 5,035 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $486,027 | 5,035 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $406,067 | 4,435 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $392,762 | 4,435 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $354,311 | 4,435 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $358,702 | 4,435 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||