Position in DUK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$420,372
+$17,994 QoQ
Shares Held
3,321
+8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,596
of 2,446 holders
Holding Since
Dec 2024
7 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, 2026First Business Financial Services, Inc. holds $7,759,394 across 9 Utilities - Regulated Electric names. DUK ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
34,658 | $3,041,932 | |
| 2 | AEP |
American Electric Power Co Inc
|
13,845 | $1,894,134 | |
| 3 | MGEE |
Mge Energy Inc
|
7,458 | $608,125 | |
| 4 | SO |
Southern Co
|
5,311 | $508,315 | |
| 5 | LNT |
Alliant Energy Corp
|
6,491 | $495,198 | |
| 6 | DUK |
Duke Energy CORP
This page
|
3,321 | $420,372 | |
| 7 | XEL |
Xcel Energy Inc
|
4,178 | $335,493 | |
| 8 | PPL |
PPL Corp
|
6,340 | $230,459 |
All Filings in DUK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $420,372 | 3,321 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $402,378 | 3,073 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $360,186 | 3,073 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $401,940 | 3,248 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $393,884 | 3,338 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $404,452 | 3,316 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $384,200 | 3,566 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||