Position in DUK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,322,959
-$203,243 QoQ
Shares Held
34,152
-1.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#562
of 2,446 holders
Holding Since
Mar 2020
26 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, 2026PLIMOTH TRUST CO LLC holds $15,048,130 across 11 Utilities - Regulated Electric names. DUK ranks #2 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
50,922 | $4,469,423 | |
| 2 | DUK |
Duke Energy CORP
This page
|
34,152 | $4,322,959 | |
| 3 | ED |
Consolidated Edison Inc
|
11,824 | $1,308,088 | |
| 4 | ETR |
Entergy Corp /De/
|
10,430 | $1,197,989 | |
| 5 | SO |
Southern Co
|
9,687 | $927,142 | |
| 6 | D |
Dominion Energy, Inc
|
10,360 | $707,483 | |
| 7 | EXC |
Exelon Corp
|
13,285 | $619,346 | |
| 8 | NGG |
National Grid PLC
|
7,397 | $612,988 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,322,959 | 34,152 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,526,202 | 34,567 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,010,574 | 34,217 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,098,970 | 33,123 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,988,990 | 33,805 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,032,083 | 33,058 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,457,591 | 32,092 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,705,972 | 32,142 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,221,090 | 32,137 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,068,317 | 31,727 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,006,881 | 30,986 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,426,531 | 27,493 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $2,271,587 | 25,313 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $2,478,024 | 25,687 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,601,320 | 25,258 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,300,011 | 24,726 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $2,728,816 | 25,453 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,888,532 | 25,869 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,788,976 | 26,587 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $2,674,356 | 27,404 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,903,157 | 29,408 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $3,108,361 | 32,201 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,970,480 | 32,443 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $2,899,719 | 32,743 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $2,504,151 | 31,345 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $2,415,561 | 29,866 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||