Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$160,250
-$5,520 QoQ
Shares Held
1,266
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,136
of 2,446 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Coastline Trust Co holds $3,598,726 across 13 Utilities - Regulated Electric names. DUK ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,082 | $1,411,516 | |
| 2 | LNT |
Alliant Energy Corp
|
10,650 | $812,488 | |
| 3 | ED |
Consolidated Edison Inc
|
3,300 | $365,079 | |
| 4 | SO |
Southern Co
|
3,073 | $294,116 | |
| 5 | XEL |
Xcel Energy Inc
|
3,125 | $250,937 | |
| 6 | DUK |
Duke Energy CORP
This page
|
1,266 | $160,250 | |
| 7 | AEP |
American Electric Power Co Inc
|
846 | $115,741 | |
| 8 | D |
Dominion Energy, Inc
|
972 | $66,377 |
All Filings in DUK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,250 | 1,266 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $165,770 | 1,266 | Shares | Defined | 2026-04-03 | |
| 2025-12-31 | $128,931 | 1,100 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $136,125 | 1,100 | Shares | Defined | 2025-10-21 | |
| 2025-06-30 | $129,800 | 1,100 | Shares | Defined | 2025-07-17 | |
| 2025-03-31 | $134,167 | 1,100 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $118,514 | 1,100 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $231,176 | 2,005 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $200,961 | 2,005 | Shares | Other | 2024-07-15 | |
| 2023-12-31 | $206,209 | 2,125 | Shares | Defined | 2024-01-23 | |
| 2023-03-31 | $475,114 | 4,925 | Shares | Defined | 2023-05-31 | |
| 2022-12-31 | $494,866 | 4,805 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $446,961 | 4,805 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $515,144 | 4,805 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $536,526 | 4,805 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $504,044 | 4,805 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $468,919 | 4,805 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $474,349 | 4,805 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $473,479 | 4,905 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $413,576 | 4,517 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $400,025 | 4,517 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $311,970 | 3,905 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $315,836 | 3,905 | Shares | Defined | 2020-06-10 | |
| No filing history on record for this holder in this stock. | ||||||