Position in DUK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$819,601
+$12,099 QoQ
Shares Held
6,475
+5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,190
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Dorsey & Whitney Trust CO LLC holds $31,353,970 across 16 Utilities - Regulated Electric names. DUK ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
150,025 | $11,445,404 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
71,275 | $8,322,777 | |
| 3 | NEE |
Nextera Energy Inc
|
36,660 | $3,217,638 | |
| 4 | IDA |
Idacorp Inc
|
11,901 | $1,800,620 | |
| 5 | XEL |
Xcel Energy Inc
|
17,596 | $1,412,957 | |
| 6 | D |
Dominion Energy, Inc
|
12,672 | $865,368 | |
| 7 | DUK |
Duke Energy CORP
This page
|
6,475 | $819,601 | |
| 8 | SO |
Southern Co
|
6,549 | $626,802 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $819,601 | 6,475 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $807,502 | 6,167 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $734,903 | 6,270 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $795,460 | 6,428 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $753,784 | 6,388 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $730,961 | 5,993 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $616,163 | 5,719 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $859,443 | 7,454 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $427,277 | 4,263 | Shares | Other | 2024-08-07 | |
| 2024-03-31 | $454,727 | 4,702 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $442,597 | 4,561 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $466,186 | 5,282 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $532,962 | 5,939 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $689,178 | 7,144 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $639,152 | 6,206 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $597,463 | 6,423 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $660,410 | 6,160 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $673,418 | 6,031 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $625,201 | 5,960 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $628,672 | 6,442 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $586,592 | 5,942 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $716,442 | 7,422 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $565,563 | 6,177 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $462,458 | 5,222 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $473,825 | 5,931 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $488,110 | 6,035 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||