Position in DUK
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$528,217
+$39,550 QoQ
Shares Held
4,173
+11.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,443
of 2,452 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Community Financial Services Group, LLC holds $15,125,059 across 15 Utilities - Regulated Electric names. DUK ranks #3 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
93,116 | $8,172,791 | |
| 2 | AEP |
American Electric Power Co Inc
|
44,632 | $6,106,103 | |
| 3 | DUK |
Duke Energy CORP
This page
|
4,173 | $528,217 | |
| 4 | SO |
Southern Co
|
1,401 | $134,089 | |
| 5 | LNT |
Alliant Energy Corp
|
754 | $57,521 | |
| 6 | FTS |
Fortis Inc.
|
968 | $55,398 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
313 | $25,403 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
153 | $17,865 |
All Filings in DUK
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $528,217 | 4,173 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $488,667 | 3,732 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $232,193 | 1,981 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $245,148 | 1,981 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $272,816 | 2,312 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $343,833 | 2,819 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $486,877 | 4,519 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $646,487 | 5,607 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $567,702 | 5,664 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $683,062 | 7,063 | Shares | Sole | 2024-04-23 | |
| 2023-09-30 | $2,822,201 | 31,976 | Shares | Sole | 2023-11-07 | |
| 2021-12-31 | $2,840,271 | 27,076 | Shares | Sole | 2022-03-10 | |
| 2021-09-30 | $2,601,846 | 26,661 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,736,123 | 27,716 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $2,718,573 | 28,163 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,404,639 | 26,263 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,443,547 | 27,592 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,490,569 | 31,175 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $4,237,060 | 52,387 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||