Position in DUK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$468,471
-$8,281 QoQ
Shares Held
3,701
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,522
of 2,446 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026First Western Trust Bank holds $5,438,343 across 5 Utilities - Regulated Electric names. DUK ranks #4 (8.6% of the industry book) .
All Filings in DUK
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $468,471 | 3,701 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $476,752 | 3,641 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $325,726 | 2,779 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $450,078 | 3,637 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $430,818 | 3,651 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $445,312 | 3,651 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $393,358 | 3,651 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $420,960 | 3,651 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $365,939 | 3,651 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $353,088 | 3,651 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $348,664 | 3,593 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $242,185 | 2,744 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $282,232 | 3,145 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $301,951 | 3,130 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $322,255 | 3,129 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $294,222 | 3,163 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $338,998 | 3,162 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $353,068 | 3,162 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||