Position in DUK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$256,324
-$8,829 QoQ
Shares Held
2,025
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,923
of 2,446 holders
Holding Since
Mar 2025
6 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, 2026Legacy Private Trust Co. holds $6,422,710 across 7 Utilities - Regulated Electric names. DUK ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
21,892 | $1,776,754 | |
| 2 | NEE |
Nextera Energy Inc
|
19,109 | $1,677,196 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
10,684 | $1,247,570 | |
| 4 | DTE |
Dte Energy Co
|
3,795 | $578,244 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,436 | $470,079 | |
| 6 | LNT |
Alliant Energy Corp
|
5,460 | $416,543 | |
| 7 | DUK |
Duke Energy CORP
This page
|
2,025 | $256,324 |
All Filings in DUK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,324 | 2,025 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $265,153 | 2,025 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $237,350 | 2,025 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $250,593 | 2,025 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $238,950 | 2,025 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $268,334 | 2,200 | Shares | Sole | 2025-04-04 | |
| No filing history on record for this holder in this stock. | ||||||