Position in DUK
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,248,711
-$43,011 QoQ
Shares Held
9,865
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,019
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CHICAGO TRUST Co NA holds $11,369,924 across 14 Utilities - Regulated Electric names. DUK ranks #4 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
34,192 | $2,775,021 | |
| 2 | NEE |
Nextera Energy Inc
|
21,675 | $1,902,414 | |
| 3 | ED |
Consolidated Edison Inc
|
14,700 | $1,626,261 | |
| 4 | DUK |
Duke Energy CORP
This page
|
9,865 | $1,248,711 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
7,154 | $835,372 | |
| 6 | SO |
Southern Co
|
5,478 | $524,299 | |
| 7 | DTE |
Dte Energy Co
|
3,384 | $515,619 | |
| 8 | AEE |
Ameren Corp
|
3,866 | $437,012 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,248,711 | 9,865 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,291,722 | 9,865 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $1,151,821 | 9,827 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,265,590 | 10,227 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,206,078 | 10,221 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $735,234 | 6,028 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $636,958 | 5,912 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $500,055 | 4,337 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $356,417 | 3,556 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $343,513 | 3,552 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $336,145 | 3,464 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $492,401 | 5,579 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $500,659 | 5,579 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $528,558 | 5,479 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $564,281 | 5,479 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $458,681 | 4,931 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $582,256 | 5,431 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $635,902 | 5,695 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $738,600 | 7,041 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $665,172 | 6,816 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $669,814 | 6,785 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $661,133 | 6,849 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $600,816 | 6,562 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $601,941 | 6,797 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $542,213 | 6,787 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $544,079 | 6,727 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||