Position in DUK
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,398,727
-$326,209 QoQ
Shares Held
58,451
-0.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
3.40%
of 13F equity value
Holder Rank
#391
of 2,446 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in DUK Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026First PREMIER Bank holds $36,720,777 across 14 Utilities - Regulated Electric names. DUK ranks #1 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
This page
|
58,451 | $7,398,727 | |
| 2 | NWE |
NorthWestern Energy Group, Inc.
|
101,716 | $7,284,899 | |
| 3 | SO |
Southern Co
|
71,467 | $6,840,105 | |
| 4 | XEL |
Xcel Energy Inc
|
72,703 | $5,838,050 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
52,042 | $4,223,728 | |
| 6 | EVRG |
Evergy, Inc.
|
33,674 | $2,910,443 | |
| 7 | ES |
Eversource Energy
|
21,519 | $1,555,177 | |
| 8 | ETR |
Entergy Corp /De/
|
1,940 | $222,828 |
All Filings in DUK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,398,727 | 58,451 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $7,724,936 | 58,996 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $7,101,401 | 60,587 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $7,802,561 | 63,051 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $7,503,384 | 63,588 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $7,757,413 | 63,601 | Shares | Other | 2025-04-22 | |
| 2024-12-31 | $6,633,551 | 61,570 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $7,157,246 | 62,075 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $6,296,047 | 62,816 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $6,197,369 | 64,082 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $6,362,523 | 65,566 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $5,873,966 | 66,553 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $6,153,112 | 68,566 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $6,598,257 | 68,397 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $7,080,046 | 68,745 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $6,356,613 | 68,336 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $7,356,427 | 68,617 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $7,764,165 | 69,534 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $7,400,903 | 70,552 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $6,943,039 | 71,145 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $7,119,389 | 72,117 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $7,021,783 | 72,742 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $6,752,732 | 73,752 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $6,615,430 | 74,700 | Shares | Other | 2020-10-06 | |
| 2020-06-30 | $6,066,365 | 75,934 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $6,247,978 | 77,250 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||