Position in DUK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$798,086
-$27,490 QoQ
Shares Held
6,305
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,209
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, 2026UNITED BANK holds $5,351,324 across 6 Utilities - Regulated Electric names. DUK ranks #3 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
12,432 | $1,700,821 | |
| 2 | SO |
Southern Co
|
12,492 | $1,195,609 | |
| 3 | DUK |
Duke Energy CORP
This page
|
6,305 | $798,086 | |
| 4 | ED |
Consolidated Edison Inc
|
6,450 | $713,563 | |
| 5 | NEE |
Nextera Energy Inc
|
6,301 | $553,038 | |
| 6 | D |
Dominion Energy, Inc
|
5,714 | $390,207 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $798,086 | 6,305 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $825,576 | 6,305 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $767,139 | 6,545 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $809,943 | 6,545 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,126,310 | 9,545 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,164,202 | 9,545 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,028,377 | 9,545 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $1,111,146 | 9,637 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $946,672 | 9,445 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $913,425 | 9,445 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $916,542 | 9,445 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $833,615 | 9,445 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $901,527 | 10,046 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $969,136 | 10,046 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,038,550 | 10,084 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $955,780 | 10,275 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,037,149 | 9,674 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,080,198 | 9,674 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,161,557 | 11,073 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,123,064 | 11,508 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,136,069 | 11,508 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,177,183 | 12,195 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,270,669 | 13,878 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $963,355 | 10,878 | Shares | Sole | 2020-12-11 | |
| 2020-06-30 | $871,039 | 10,903 | Shares | Sole | 2020-09-18 | |
| 2020-03-31 | $868,893 | 10,743 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||