Position in DUK
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$793,888
+$62,381 QoQ
Shares Held
6,063
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Parkside Financial Bank & Trust holds $8,128,910 across 33 Utilities - Regulated Electric names. DUK ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
33,226 | $3,086,030 | |
| 2 | AEE |
Ameren Corp
|
8,708 | $957,182 | |
| 3 | DUK |
Duke Energy CORP
This page
|
6,063 | $793,888 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,081 | $534,937 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
2,700 | $312,578 | |
| 6 | ETR |
Entergy Corp /De/
|
2,354 | $264,494 | |
| 7 | SO |
Southern Co
|
2,708 | $261,375 | |
| 8 | CNP |
Centerpoint Energy Inc
|
4,876 | $210,447 |
All Filings in DUK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $793,888 | 6,063 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $731,507 | 6,241 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $756,235 | 6,111 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $703,044 | 5,958 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $711,206 | 5,831 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $651,503 | 6,047 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $696,065 | 6,037 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $564,494 | 5,632 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $551,053 | 5,698 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $518,095 | 5,339 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $381,900 | 4,327 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $374,036 | 4,168 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $401,700 | 4,164 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $400,012 | 3,884 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $337,755 | 3,631 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $362,476 | 3,381 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $372,385 | 3,335 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $324,664 | 3,095 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $337,270 | 3,456 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $375,234 | 3,801 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $373,377 | 3,868 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $370,451 | 4,046 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $256,203 | 2,893 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $293,675 | 3,676 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $251,050 | 3,104 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||